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How does the advisor help clients – Key Takeaways:
FIRST SENTIER INVESTORS (US) LLC provides financial expertise to its clients through a variety of services. They offer personalized financial planning, investment management, and a range of other financial services. Their main goal is to help clients achieve their financial goals by providing sound advice and guidance.
Facts and Insights
FIRST SENTIER INVESTORS (US) LLC has been in business for over 20 years, with a team of experienced and knowledgeable advisors. They have a strong track record of success, consistently delivering solid returns for their clients. The following table provides publicly available numbers for their assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $25 billion | 50+ | 20+ years |
Financial Services Offered
The advisors at FIRST SENTIER INVESTORS (US) LLC offer a wide range of financial services to their clients. These include:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
FIRST SENTIER INVESTORS (US) LLC works with a diverse range of clients, including individuals, families, business owners, and organizations. They have the ability to tailor their services to meet the unique needs and goals of each client.
Fees & Compensation
The fees and compensation for FIRST SENTIER INVESTORS (US) LLC vary depending on the services provided and the individual needs of each client. They are transparent about their fees and strive to ensure that clients understand the costs involved in their financial planning and management.
Background
FIRST SENTIER INVESTORS (US) LLC is a registered investment advisor based in the United States. They are a subsidiary of FIRST SENTIER INVESTORS, a leading global asset management company with over $180 billion in assets under management.
Financial Advisor Disclosures to Know
As a registered investment advisor, FIRST SENTIER INVESTORS (US) LLC is held to a fiduciary standard, meaning they are legally and ethically obligated to act in the best interests of their clients. They strive to maintain full transparency and disclose any potential conflicts of interest to their clients.