Thomas-Kopelman
Typically responds within 24 hours
FOUNDING YEAR
2021
NUMBER OF EMPLOYEES
2 - 5 employees
Thomas-Kopelman's Assets Under Management (AUM)
$25M - $100M
Business affliation
Independent RIA
Fiduciary
Yes
Investment Approach
Blend of both
Registration Status
RIA Firm & IAR
LOCATION
-
SUPPORT
Dedicated Staff
Thomas-Kopelman
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add. We help high net income/ high worth business owners manage their entire financial life.
Minimum Financial Requirements
Annual Income
$750,000
Investable Assets
Services Offered
Client Specialties
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
Clients who would be a good fit
We really specialize in 2 areas: - business owner making over $1mil in personal income per year
- executive with equity compensation making over $1mil a year
- executive with equity compensation making over $1mil a year
Clients who wouldNOTbe a good fit
Retirees, people who only want investment management, people making under $500k of income.
You may be interested in:
Anywhere
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
0 Client Reviews
Requirements
National (U.S.)
Balance Wealth
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
0 Client Reviews
Requirements
Hire a Top-Tier Accountant and Financial Advisor.
Advisor by Service
Accountants by Service
