Ginsburg Financial Advisors

Financial Advisor in Piedmont, CA

Firm Info
Address: 6201 Medau Pl, Piedmont, CA 94611, USA
Website:
Phone: (510) 339-3933

Firm Size
Assets Under Management: $268.6 million
# of Advisors: 3
# of Clients: 618
Client to Advisor Ratio: 206:1
Average Account Size: $434,642
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Publication of Periodicals or Newsletters
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Ginsburg Financial Advisors Overview

Ginsburg Financial Advisors is a fee-only registered investment advisory firm that has been providing investment advice to its clients since 2007. Located in Oakland, CA, the firm offers financial planning services as well as portfolio management for both individual clients and small businesses. They also provide portfolio management for larger businesses or institutional clients. In addition to these services, they also publish periodicals or newsletters to provide their clients with valuable information on investment strategies. One unique service offered by Ginsburg Financial Advisors is their expert witness service. This service allows clients to utilize the firm's expertise and knowledge in legal matters that require testimony from an expert in the investment advisory industry. With their experience and qualifications, the firm can provide invaluable insight and support in legal proceedings. Overall, the mission of Ginsburg Financial Advisors is to provide their clients with the highest level of personalized service and investment advice. They aim to help their clients achieve their financial goals and to provide them with the knowledge and resources they need to make informed decisions about their investments. With their many services and expert knowledge, Ginsburg Financial Advisors is a leader in the investment advisory industry.

GINSBURG FINANCIAL ADVISORS caters to a diverse range of clients that primarily fall under two categories: individuals and high net worth individuals. These clients require personalized financial advisory services that take into account their unique financial goals and requirements. The firm's team of experienced and certified financial advisors work closely with each client to provide a comprehensive plan that addresses all aspects of their financial situation. GINSBURG FINANCIAL ADVISORS offers flexible fee structures to cater to the different needs of their clients. Depending on the service provided, clients can choose between three fee structures: percentage of AUM, hourly, and fixed fees. Percentage of AUM, or assets under management, is a fee based on the total value of a client's investment portfolio. Hourly fees are charged for specific financial services rendered, such as tax planning, investment analysis, or estate planning. Fixed fees are charged for comprehensive financial management services, including investment management, financial planning, and tax preparation. By offering multiple fee structures, GINSBURG FINANCIAL ADVISORS ensures that clients receive tailor-made financial advisory services that fit their budget and requirements.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Ginsburg Financial Advisors, as stated in their Part 2 Brochure note about investment minimum, is generally $1,000,000. This refers to the total value of client family "household accounts." However, the note does mention that the investment minimum may be less than $1,000,000 by special arrangement.

How This Office Can Help Piedmont, CA Residents

Royal Alliance Associates Inc is a financial services firm that offers a wide range of services to clients in Monterey County, CA. They specialize in assisting clients who are facing complex financial situations such as planning for retirement, managing their investments, creating an estate plan, or purchasing life insurance. The firm also provides assistance with tax planning, college planning, and budgeting. One common financial situation faced by individuals in Monterey County, CA is the high cost of living. With the area's booming tourism industry and desirable coastal location, the cost of housing and basic necessities can be quite high. Royal Alliance Associates Inc helps clients navigate these financial challenges by providing personalized financial plans that take into account their unique circumstances. They work with clients to create budgets, invest wisely, and plan for the future so they can enjoy a comfortable life in this beautiful part of California.

To view the Minimum Investment and Fee Schedule for Ginsburg Financial Advisors, visit their Part 2 Brochure.

Services Offered by Ginsburg Financial Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ginsburg Financial Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6201 Medau Pl, Piedmont, CA 94611, USA
Phone (510) 339-3933
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 6201 MEDAU PLACE, SUITE 101, OAKLAND, CA 94611, United States

This firm has no other locations.


Disciplinary History

Ginsburg Financial Advisors does not have any disclosures. Please visit it's Form ADV for more details.

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