How does the advisor help clients – Key Takeaways:
Wynstone Investment Advisors, LLC. is a leading financial firm with a team of experienced professionals that provide comprehensive financial guidance and services to their clients. The firm prides itself on its expertise and commitment to helping clients achieve their financial goals.
- Wynstone Investment Advisors, LLC. assists clients in creating personalized financial plans tailored to their specific needs and goals.
- The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- The advisors at Wynstone are committed to open and transparent communication with their clients, ensuring they fully understand their financial options and strategies.
- They value long-term relationships with their clients and work closely with them to adapt and adjust their plans as needed throughout their financial journey.
Facts and Insights
Wynstone Investment Advisors, LLC. was founded in 2005 and is based in New York City. As of 2021, the firm has over $500 million in Assets Under Management (AUM) and has a team of 8 advisors who are all CFP® professionals.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 16 years |
Financial Services Offered
Wynstone Investment Advisors, LLC. offers a wide range of financial services to their clients. These include:
- Investment management – They provide customized investment portfolios based on each client’s unique goals, risk tolerance, and time horizon.
- Retirement planning – The advisors help clients develop a comprehensive retirement plan that takes into account their current financial situation and future goals.
- Tax planning – They work with clients to create tax-efficient strategies that help minimize their tax burden and maximize their savings.
- Estate planning – Wynstone helps individuals ensure their assets are managed and distributed according to their wishes through effective estate planning.
Client Types
The diverse client base at Wynstone Investment Advisors, LLC. includes high-net-worth individuals, affluent families, business owners, and professionals. They also work with corporations and non-profit organizations to provide institutional investment services.
Fees & Compensation
Wynstone Investment Advisors, LLC. has a transparent and straightforward fee structure. The firm charges a percentage of AUM, which typically ranges from 0.5% to 1.5%. They also offer hourly and fixed-fee services for specific financial planning needs.
Background
The advisors at Wynstone Investment Advisors, LLC. have extensive experience in the financial industry and a deep understanding of the markets. They are dedicated to staying abreast of the ever-changing financial landscape and continuously improving their knowledge and skills to better serve their clients.
Financial Advisor Disclosures to Know
Wynstone Investment Advisors, LLC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are bound by fiduciary duty to act in their clients’ best interests. This means they must disclose any potential conflicts of interest and always put their clients’ needs above their own.
It’s important to note that all financial advisors, including those at Wynstone, are required to disclose any disciplinary events or regulatory actions taken against them. This information can be found in their Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure website.
Final Thoughts
Wynstone Investment Advisors, LLC. is a reputable financial firm that is dedicated to helping its clients achieve their financial goals. With a team of experienced and knowledgeable professionals and a comprehensive range of services, they are well-equipped to provide sound financial guidance and support to their clients. If you are seeking a trusted advisor to help you plan for your financial future, Wynstone Investment Advisors, LLC. is worth considering.