Top financial advisors in Syosset, NY
We’ve curated a list of the best financial advisors in Syosset, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$614,257,369
Number of advisors
10 advisors
| $614,257,369 | 10 advisors | |
| 2 |
Assets under management
$143,181,116
Number of advisors
5 advisors
| $143,181,116 | 5 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 Syosset, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Syosset. 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.
Legacy Edge Advisors
Legacy Edge Advisors, LLC is a financial advisory firm based in Syosset, NY, established in August 2023. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment planning, life insurance, tax concerns, retirement planning, and more. Legacy Edge Advisors requires discretionary authority from clients to make investment decisions in accordance with fiduciary duties. The firm charges an annual fee up to 2.50% for asset management services, with fees based on the client's account value. Financial planning fees range from $2,000 to $25,000 for fixed fees and $200 to $500 per hour for hourly fees. Clients have the option to terminate agreements within five business days for a full refund. Legacy Edge Advisors does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and trusts with no minimum account size. The firm uses fundamental, modern portfolio theory, quantitative, and technical analysis in their investment strategies, with a focus on long-term trading, short-term trading, margin transactions, and options trading. Legacy Edge Advisors does not aggregate client securities for trading and provides monthly account reports to clients. The firm does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals. Legacy Edge Advisors has no financial conditions impairing its ability to meet contractual commitments and has not been subject to bankruptcy petitions in the last ten years.
$614,257,369 under management
10 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 Businesses4thought Financial Group Inc.
4thought Financial Group Inc. is a financial advisory firm based in Syosset, New York. It currently has approximately $143,181,116 of assets under management and employs about 5 people. 4thought Financial Group Inc. uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and fixed fees.
$143,181,116 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or Newsletters
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 Syosset, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Syosset. 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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