New York Financial Avp, LLC

Fixed/Hourly

New York Financial AVP, LLC offers advice-only services to help clients understand their financial situations and make informed decisions. Services include financial analysis, portfolio review, and investment education. They also advise business owners and assist with estate and retirement planning. New York Financial AVP, LLC does not manage assets or execute transactions.

Assets Under Management$1.2M
ClientsN/A
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.2M

Fee Structure

Hourly Rate:Up to $2,135/hr
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Location

1 Advisors at this firm