Copyright © 2020 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
Byron Allen is the group's new vice chair.
The groups say they will soon announce a new name and officially become one organization.
A mentorship program will give actuaries a chance to see, and shape, insurtech efforts.
Article
Sponsored by T. Rowe Price
Looking Beyond Negative Yields
Globally diversified bonds still play a key role in portfolios.
White Paper
Sponsored by Orion Advisor Technology
Why Aren't More Advisors Providing Financial Planning Services?
Financial planning services help advisors differentiate themselves, improve client relationships, drive better outcomes, and more. So why don’t more advisors offer financial planning?
Guide
Sponsored by Orion Portfolio Solutions
Seven Relationship Skills That Will Impress High-Net-Worth Investors
Learn how to use seven relationship skills to attract, serve, and retain high-net-worth investors.
Copyright © 2020 ALM Media Properties, LLC. All Rights Reserved.
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