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Meadowbrook Wealth Management
Meadowbrook Wealth Management, LLC is a primarily fee-only asset management advisory firm and Registered Investment Advisor. It provides portfolio management...
Meadowbrook Wealth Management
Meadowbrook Wealth Management, LLC is a primarily fee-only asset management advisory firm and Registered Investment Advisor. It provides portfolio management to individuals and their families as well as small to medium size businesses, developing investment strategies tailored to each client's needs and risk tolerance. Its equity approach is a bottom-up, fundamental philosophy seeking above average risk-adjusted returns over the long term by identifying businesses with competitive advantages trading at discounts to intrinsic value.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Garden City
Corporate office
1042 Franklin Avenue Suite 110, Garden City, NY 11530, United States
Principals
Thomas Efthimiou
Principal, Managing Director
Richard Jack
Principal, Chief Investment Strategist
Frequently asked questions
What is Meadowbrook Wealth Management's approach to investment management?
The firm describes a goals-based orientation that aligns securities within client accounts according to each client's objectives, time horizon, and risk tolerance. Meadowbrook operates on a fee-only basis as a registered investment advisor, meaning compensation comes directly from advisory fees rather than product commissions. It does not publicly disclose a specific asset-allocation model or a defined list of portfolio holdings.
Does Meadowbrook Wealth Management specialize in any particular client need?
Yes. Beyond general wealth advisory services, the firm maintains a dedicated Eldercare Planning practice. This service line addresses the financial dimensions of aging, including care coordination, healthcare cost planning, and late-stage wealth management. The integration of eldercare planning into a registered investment advisory practice is a defining feature of the firm.
How is Meadowbrook Wealth Management compensated?
Meadowbrook operates as a fee-only registered investment advisor. Its website and regulatory disclosures emphasize that compensation is derived from advisory fees rather than commissions on securities transactions. Prospective and current clients can review the firm's fee schedule and Form ADV Part 2 disclosures on its website.
Where is Meadowbrook Wealth Management located and does it have additional offices?
The firm is headquartered at 1042 Franklin Avenue, Suite 110 in Garden City, New York. Available sources do not indicate any additional offices or satellite locations. All services appear to be delivered from this single Garden City location.
Does Meadowbrook Wealth Management disclose its assets under management or client count?
No. Meadowbrook does not publicly disclose its assets under management, total client assets, or the number of client relationships it maintains. The firm files Form ADV with the SEC as a registered investment advisor, but specific AUM figures are not made available through its public-facing materials.
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