“How Does ZEISER WEALTH MANAGEMENT LLC Assist Clients – Key Takeaways:”
ZEISER WEALTH MANAGEMENT LLC is a leading financial advisory firm that has been providing top-notch services to its clients for over 10 years. Despite not explicitly calling themselves financial experts, they have an adept understanding of the financial industry and utilize their expertise to help clients reach their goals and achieve financial success.
Facts and Insights
ZEISER WEALTH MANAGEMENT LLC was founded in 2009 and is headquartered in New York City. According to publicly available information, the firm currently has $500,000 assets under management and 5 advisors. The firm primarily serves high-net-worth individuals and has a strong focus on providing personalized financial solutions to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2009 | $500,000 | 5 |
Financial Services Offered
As a comprehensive financial advisory firm, ZEISER WEALTH MANAGEMENT LLC offers a range of services to help clients achieve their financial goals. These services include:
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Risk management
– Education planning
– Business planning
Client Types
ZEISER WEALTH MANAGEMENT LLC primarily serves high-net-worth individuals, including business owners, professionals, and executives. The firm also works with families, trusts, and estates to ensure their wealth is effectively managed and preserved.
Fees & Compensation
ZEISER WEALTH MANAGEMENT LLC charges fees based on a percentage of assets under management. These fees can range between 0.5% to 2% depending on the type of service and the amount of assets being managed. The firm operates on a fee-only basis, meaning they do not receive commissions or compensation from third-party products, allowing them to provide unbiased and objective advice to their clients.
Background
The firm’s founder, John Zeiser, has over 20 years of experience in the financial industry and holds various certifications, including a CFA (Chartered Financial Analyst) and a CFP (Certified Financial Planner). The team at ZEISER WEALTH MANAGEMENT LLC is composed of experienced professionals who have a deep understanding of the financial markets and are committed to providing top-notch service to their clients.
Financial Advisor Disclosures to Know
Like all financial advisory firms, ZEISER WEALTH MANAGEMENT LLC is required to disclose any potential conflicts of interest that may arise in their client relationships. The firm maintains transparency by clearly outlining their compensation structure and any potential conflicts of interest that may arise due to their affiliations with other companies.
With a strong focus on providing personalized financial solutions to high-net-worth individuals, ZEISER WEALTH MANAGEMENT LLC stands out as a trustworthy and reliable financial advisory firm. Their experienced team and comprehensive services make them a valuable resource for clients looking to achieve their financial goals.