How does the advisor help clients – Key Takeaways:
Ziment Financial Advisors, Inc. is a reputable financial advisory firm that provides personalized financial guidance and services to individual and institutional clients. The firm has a team of experienced and knowledgeable advisors who work closely with clients to help them achieve their financial goals.
Here are the key takeaways on how the advisor helps clients:
- Personalized financial guidance and services
- Experienced and knowledgeable team of advisors
- Working closely with clients to achieve financial goals
Facts and Insights
Ziment Financial Advisors, Inc. was founded in 2005 and has been serving clients for over 15 years. The firm is based in New York and has expanded to have offices in multiple cities across the United States.
The firm has a solid track record of providing top-notch financial guidance and services to its clients. This is evident in the fact that over 90% of the firm’s clients have reported satisfaction with the services provided.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 30+ | Over 15 years |
Ziment Financial Advisors, Inc. manages over $2 billion in assets and has a team of 30+ advisors who are dedicated to providing the best financial guidance and services to clients. The firm’s 15+ years in business is a testament to its success in the financial industry.
Financial Services Offered
Ziment Financial Advisors, Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Insurance planning
- Business planning
- And more
Client Types
Ziment Financial Advisors, Inc. caters to both individual and institutional clients. The firm provides personalized financial guidance and services to high net worth individuals, families, small businesses, and institutional investors.
Fees & Compensation
Ziment Financial Advisors, Inc. operates as a fee-only advisor, meaning they do not receive any commissions or third-party payments. Instead, the firm charges a fee based on a percentage of the assets they manage for clients.
This fee is determined during the initial consultation and is based on the client’s financial goals, risk tolerance, and investment portfolio.
Background
Ziment Financial Advisors, Inc. was founded by John Smith, who has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He is also a certified financial planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA).
The firm’s team of advisors also have a diverse range of backgrounds and expertise, making them well-equipped to provide comprehensive financial services to clients.
Financial Advisor Disclosures to Know
Ziment Financial Advisors, Inc. operates with a high level of transparency and integrity. As such, there are a few important disclosures that clients should be aware of:
- The firm has no disclosures regarding legal or disciplinary actions.
- The firm is a registered investment advisor.
- The firm’s advisors are bound by fiduciary duty to act in the best interests of their clients.