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Baddish Shapiro Financial Planning Group
BADDISH SHAPIRO FINANCIAL PLANNING GROUP is a state-registered investment adviser with offices in WOODBURY, NY. The firm provides investment advice to clients.
Baddish Shapiro Financial Planning Group
BADDISH SHAPIRO FINANCIAL PLANNING GROUP is a state-registered investment adviser with offices in WOODBURY, NY. The firm provides investment advice to clients.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
Is Baddish Shapiro Financial Planning Group a fiduciary?
Registered Investment Advisors (RIAs) operating as independent financial planners are generally held to a fiduciary standard, meaning they must act in their clients' best interests. Without access to the firm's specific SEC or state registration filings, this cannot be confirmed definitively. Potential clients should request a copy of the firm's Form ADV Part 2A, which discloses its regulatory status and any conflicts of interest.
Does the firm have a minimum asset requirement for new clients?
Many financial planning practices set minimum investable asset thresholds, which can range from $100,000 to over $1 million, depending on the clientele they serve. Some firms also offer standalone financial planning services without requiring asset management. This firm's specific client requirements are not published publicly.
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