How does the advisor help clients – Key Takeaways:
Elliott Scherlis Associates provides comprehensive financial services to help clients achieve their financial goals. Through personalized strategies and expert guidance, they strive to provide clients with financial security and peace of mind. Their services include wealth management, financial planning, investment strategies, and more.
Facts and Insights
Since its establishment in 2005, Elliott Scherlis Associates has been providing top-notch financial services to its clients. With a team of experienced and knowledgeable advisors, they have successfully managed assets worth millions of dollars and helped numerous clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $100 million |
Financial Services Offered
Elliott Scherlis Associates offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Wealth management
- Financial planning
- Investment strategies
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance services
Client Types
Elliott Scherlis Associates serves a diverse client base consisting of individuals, families, and businesses. They work with clients of all income levels and provide customized solutions to suit their unique financial needs and goals.
Fees & Compensation
Elliott Scherlis Associates believes in transparency when it comes to fees and compensation. They charge a percentage of assets under management based on a tiered fee schedule. However, they also offer fee-only options for certain services, ensuring that their clients’ best interests are always their top priority.
Background
Elliott Scherlis, the founder of Elliott Scherlis Associates, has been in the financial industry for over 25 years. He holds various certifications and is a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
Elliott Scherlis Associates operates under strict compliance with regulatory bodies, including the Securities and Exchange Commission (SEC). They have a fiduciary duty to always act in the best interests of their clients and disclose any potential conflicts of interest before providing any financial advice.