About WOLFERS ASSET MANAGEMENT LLC
WOLFERS ASSET MANAGEMENT LLC is a highly reputable financial advisory firm that strives to provide top-notch financial services to its diverse clientele. Headquartered in New York City, WOLFERS ASSET MANAGEMENT LLC has established itself as a leading financial expert in the industry, offering comprehensive wealth management strategies and solutions to clients across the country.
With a team of seasoned financial advisors and experts, WOLFERS ASSET MANAGEMENT LLC has built a strong foundation of trust and reliability, earning the trust of its clients through their personalized and tailored approach to each client’s specific financial needs.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive wealth management solutions
- Personalized and tailored approach to each client’s financial needs
- Building a strong relationship of trust and reliability with clients
Facts and Insights
WOLFERS ASSET MANAGEMENT LLC has been in the financial advisory business for over 15 years, serving clients from different backgrounds and financial goals. With years of experience and expertise, the firm has gained valuable insights into the ever-changing financial market, helping clients make informed decisions and achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 15 years |
Figures as of 2021.
Financial Services Offered
WOLFERS ASSET MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Comprehensive wealth management and investment planning
- Retirement planning and income distribution strategies
- Estate planning and asset protection
- Tax planning and management
Client Types
WOLFERS ASSET MANAGEMENT LLC caters to a diverse range of clients, including individuals, families, and businesses of all sizes. The firm is committed to understanding the unique needs and goals of each client to provide them with personalized financial solutions.
Fees & Compensation
WOLFERS ASSET MANAGEMENT LLC charges a percentage of assets under management as their fees. This fee structure aligns the interests of the firm with those of their clients, as it is based on the performance of the client’s investments.
The exact percentage may vary depending on the size of the client’s portfolio and the complexity of their financial situation.
Background
WOLFERS ASSET MANAGEMENT LLC was founded by John Wolfers, a highly experienced financial advisor with over 25 years of experience in the industry. Mr. Wolfers is a Certified Financial Planner™ (CFP®) and has a Bachelor’s degree in financial planning from a prestigious university.
Financial Advisor Disclosures to Know
WOLFERS ASSET MANAGEMENT LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As a registered firm, they are required to disclose any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors.
As of 2021, WOLFERS ASSET MANAGEMENT LLC has a clean record with no disciplinary actions or conflicts of interest.