SearchCopyright © 2019 ALM Media Properties, LLC. All Rights Reserved.
530 Fifth Avenue, 11th Floor
New York, NY 10036
Phone: (212) 536-8700
Fax: (212) 536-6014
Year firm started: 2000
Number of partners in firm: 6
AUM: $1 billion
Compensation method: Annual financial planning fee between $6,000 and $9,000, which is independent of AUM fee
Number of clients: 462 personal CFO clients; 8,000 customer relationships
Professional credentials: CFPs, CLUs, ChFCs, CLTC
Clientele: Wall Street executives, hedge fund managers,
professional athletes, entertainers
A Natixis poll finds professional fund buyers selectively use alternatives and favor active management.
Head of business development Rich Steinmeier believes the firm will be “much more successful in the not-too-distant future” in recruiting RIAs.
The tastiest sales opportunities may be somewhere toward the top of the tree.
eBook
Sponsored by Orion Advisor Services
7 Keys to Upgrading Your Advisor Tech
Find out how using technology that fits with your unique needs will help you win more business.
White Paper
Sponsored by Cetera Financial Group
Your long-term clients may already be entering retirement and withdrawing the assets you’ve been managing for them. Now is the time to target younger clients before it’s too late.
Guide
Sponsored by Gurtin Municipal Bond Management, a PIMCO company
Callable Bonds: Finding Value and Quantifying Risk
Discover why callable bonds can be a source of opportunity for municipal investors.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.
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