Helen Beichel, ChFC
FatTail Financial Advisory Group Inc.

1133 Park Place
Brooklyn, NY 11213

Confidence Through a Process That Works!

FatTail Financial Advisory Group Inc. | Financial Advisor in Brooklyn ,NY

About FatTail Financial Advisory Group Inc.

We are an independent financial advisory firm providing financial planning and wealth management services. ?Fat tail? is a term in probability theory referring to the unforeseen, extreme risks and rewards we face in our lives and in our investment portfolios. We call ourselves FatTail Financial Advisory Group because we work to mitigate these risks.

Using concepts from the fields of behavioral economics and post-modern portfolio theory when appropriate, we guide our clients through the complexities of the financial arena teaching our clients to use the financial system to their advantage. We specialize in working with people preparing for retirement or already in retirement, with entrepreneurs, and with people wishing to express their values in how they invest. Many of our clients are in the healthcare, financial services and teaching professions.


General Information

Firm Start Year:   1994
No.of Employees:   2-4
Name of Broker/Dealer:   Cambridge Investment Research Inc
States Licensed in:   NY, NJ, CT, MA, PA, NC, FL, WI, NV, IL
Number of Years with Current Firm:   4
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services

Investment Types:   Mortgages & Real Estate , Stocks , Mutual Funds , Bonds , Alternative Investments , Commodities , Exchange Traded Funds (ETFs) , FOREX & Currency , Annuities , Insurance , 1031 Exchanges , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , At my office , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , HMO , Disability , Annuity , Long Term Care , Variable Annuity , Variable Life , Health

Firm Information

Advisor's Number of Clients:   125
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   50


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Hourly , Commissions , Based on Assets , Flat Fee
Hourly Rate:   $325
Additional Details on Charges:   Our asset-based fees include basic financial planning services. We also do planning on a fee-for-service basis and an hourly basis, agreed upon in advance, depending upon an estimation of what work needs to be done and the time required to implement the plan. Our firm's focus is on plan implementation. We will hire other professionals on your behalf if you require it.
Minimum Fee Charged for Managed Accounts:   $325
Minimum Fee Charged for Hourly Planning Accounts:   $325
Minimum Fee Charged for Flat Fee Accounts:   $325



Faqs

  • Do you have a customer satisfaction or refund policy? At the end of our first meeting we can quantify for you the value of our services, if you follow our advise. Otherwise, there is no need for us to continue to work together. Sometimes clients are willing to pay for the knowledge they are doing everything possible to achieve their financial goals. That is priceless.
  • What are your qualifications? What is your education background? I am an independent Chartered Financial Consultant with 13 years of advisory experience. I have a background in history and international affairs with a specialty in development and North and Southeast Asia. In our interconnected world, this background has become more and more valuable.
  • What is your approach to financial planning? We follow a wholistic, six-step financial planning process.
  • What services do you offer? We do comprehensive and single-purpose planning, such as home purchase planning, education planning, retirement planning, income planning, special needs planning, portfolio analysis and evaluation, estate planning, business and tax planning and risk management planning and wealth management services.
  • How many clients do you currently manage? About 100
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Helen Beichel, ChFC

Helen Beichel, ChFC

ChFC®

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