Top financial advisors in Port Washington, NY
We've curated a list of the best financial advisors in Port Washington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $103,209,034 Number of advisors 2 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.
Get matched with an advisorMethodology
To find the top financial advisors in Port Washington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Blank Equity Management LLC
Blank Equity Management LLC is a registered investment adviser that has been in business since October 2010. The firm offers consulting, financial planning, and investment management services primarily to individuals. The advisory services provided by Blank Equity Management LLC include analyzing clients' investment objectives and financial circumstances, educating clients about investment alternatives and risks, and recommending advisory services tailored to clients' objectives. The firm advises on a wide variety of securities, including stocks, bonds, mutual funds, and exchange-traded funds, among others. Blank Equity Management LLC acts as a fiduciary, putting clients' best interests first. For consulting services, fees may be charged on a fixed fee per project basis or hourly, with an hourly rate of $200. Investment management services fees are calculated as a percentage of the total value of investments under management, ranging from 1.25% to 1.00% based on the account size. The firm does not accept performance-based fees or engage in side-by-side management. Blank Equity Management LLC exercises investment discretion for clients who grant authority, allowing the firm to make investment decisions on their behalf. The firm does not vote proxies on behalf of clients and does not take custody of client funds or securities. Clients receive periodic reviews of their accounts and financial plans, and the firm has a privacy policy in place to protect client information.
$103,209,034 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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.
Get matched with an advisorMethodology
To find the top financial advisors in Port Washington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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