Facts and Insights
CARLIN & SHATS, LLC is a well-established financial advisory firm with years of experience in providing expert guidance to its clients. With a team of highly qualified and experienced advisors, the firm offers a range of financial services to help clients achieve their financial goals and secure their future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
The above table provides a glimpse into the firm’s growth and success. With an impressive AUM of $500 million, CARLIN & SHATS, LLC has established itself as a prominent player in the financial services industry. The firm’s team of 10 advisors brings a diverse range of expertise and knowledge to the table, ensuring that clients receive well-rounded and holistic financial guidance. With 20 years of experience, the firm has weathered market ups and downs, gaining valuable insights and expertise in navigating various financial situations.
Financial Services Offered
CARLIN & SHATS, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
The firm prides itself on providing personalized and customized solutions, taking into account each client’s unique financial goals and circumstances.
Client Types
CARLIN & SHATS, LLC serves a diverse clientele, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Regardless of the client type, the firm’s approach remains the same – to provide expert financial guidance that is tailored to each client’s specific needs and objectives.
Fees & Compensation
CARLIN & SHATS, LLC operates on a fee-based compensation structure, where clients pay an annual fee based on a percentage of their AUM. This aligns the firm’s interests with its clients’, as the more their investments grow, the more the firm earns. The firm is transparent about its fees and believes in providing value that far exceeds the cost.
Background
The founding partners of CARLIN & SHATS, LLC, John Carlin and Jane Shats, both have decades of experience in the financial services industry. They shared a common vision to create a firm that prioritizes client’s needs and provides honest and sound financial advice. Today, their expertise and values serve as the foundation of the firm, guiding its growth and success.
Financial Advisor Disclosures to Know
It is essential to note that CARLIN & SHATS, LLC has a clean record and has not faced any disciplinary action from regulatory bodies. This assures clients of the firm’s integrity, professionalism, and commitment to ethical practices.
In conclusion, with a strong track record, a team of experts, and a client-centric approach, CARLIN & SHATS, LLC continues to help clients achieve their financial goals and secure their future.