Top financial advisors in New Paltz, NY
We’ve curated a list of the best financial advisors in New Paltz, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$76,175,492
Number of advisors
3 advisors
| $76,175,492 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in New Paltz, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Paltz. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Beyond Wealth Management Group, LLC
Beyond Wealth Management Group, LLC is a Limited Liability Company established in February 2017, with Christopher Charles Drouin as the principal owner. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Investment decisions are made in accordance with fiduciary duties, ensuring fair and equitable allocation of opportunities among clients. BWM conducts due diligence on third-party investment advisers and offers pension consulting services, 529 account management, and financial planning. The firm's investment strategies include long-term and short-term trading, utilizing methods such as charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. BWM charges asset-based fees ranging from 0.25% to 1.00% based on total assets under management. Clients have the option to direct brokerage and receive quarterly reports on their accounts. BWM does not accept performance-based fees, and there is no account minimum for its services. The firm acts as a fiduciary and does not engage in trading that operates to the client's disadvantage. Clients are responsible for third-party fees, and BWM does not have soft dollar arrangements with broker-dealers. The firm's Code of Ethics ensures ethical conduct and places clients' interests first.
$76,175,492 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in New Paltz, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Paltz. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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