Top financial advisors in Ronkonkoma, NY
We’ve curated a list of the best financial advisors in Ronkonkoma, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$50,294,417
Number of advisors
3 advisors
| $50,294,417 | 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 Ronkonkoma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ronkonkoma. 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.
Wolf Money Management, Inc.
Wolf Money Management, Inc. is a boutique investment advisory firm based in Ronkonkoma, NY, established 20 years ago by principal owners Steven A. Wolf and Paul B. Wolf. The firm specializes in providing investment advice to individuals, offering services such as financial planning, tactical asset allocation, and management of employer-based non-ERISA 403b plans and individual variable annuities. They focus on a long-term investment strategy while incorporating alternative mutual funds and ETFs to reduce risk. Wolf Money Management employs technical and fundamental analysis to determine investment trends and offers discretionary investment management services through an Overlay Manager program. The firm charges an annual fee ranging from 0.5% to 2% based on the assets under management, with fees deducted quarterly. Clients can expect to receive tailored advisory services based on their risk tolerance, objectives, and account type. The minimum account requirement is $100,000, although exceptions can be made on a case-by-case basis. Wolf Money Management does not participate in wrap fee programs and discloses potential conflicts of interest related to recommending insurance products. The firm emphasizes a fiduciary duty to act in the best interests of clients and provides detailed information on the qualifications and business practices of its advisors.
$50,294,417 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection 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 Ronkonkoma, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ronkonkoma. 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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