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COMGEST US LLC

COMGEST US LLC

Description

Description of COMGEST US LLC

COMGEST US LLC is a leading financial advisory firm that has been providing expert financial services to clients for many years. With a team of highly skilled professionals, COMGEST US LLC offers comprehensive financial planning and investment management services to individuals, families, and businesses.

How Does The Advisor Help Clients

Key Takeaways:

  • COMGEST US LLC helps clients achieve their financial goals by providing personalized and tailored financial advice.
  • The firm uses a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation.
  • COMGEST US LLC offers a wide range of financial services, from investment management to retirement planning and tax planning.

Facts and Insights

Here are some key facts and insights about COMGEST US LLC:

Assets Under Management $1.5 billion
Number of Advisors 10
Time in Business 30 years

Financial Services Offered

COMGEST US LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:

  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Insurance Planning
  • Education Savings Planning

Client Types

COMGEST US LLC works with a variety of clients, including:

  • Individuals
  • High-net-worth Individuals
  • Families
  • Small Business Owners

Fees & Compensation

COMGEST US LLC is a fee-only firm, which means it does not earn commissions from selling financial products. Instead, clients pay a fee for the services they receive. This fee is based on a percentage of assets under management and is transparent and disclosed upfront.

Background

COMGEST US LLC was founded in 1991 and is headquartered in New York City. The firm has a team of highly experienced financial advisors who have a deep understanding of the financial markets and a commitment to providing the best possible service to clients.

Financial Advisor Disclosures to Know

As a registered investment advisor, COMGEST US LLC is required to disclose certain information to clients and potential clients. This includes any potential conflicts of interest and any disciplinary actions or regulatory sanctions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is available upon request.

Company Information

Main Office

Mail Office

Other Information

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