About GARY SCHARF ADVISORS, LLC
GARY SCHARF ADVISORS, LLC is a financial advisory firm based in the United States that specializes in providing personalized financial solutions and expertise to its clients. With years of experience in the industry, GARY SCHARF ADVISORS, LLC has established itself as a trusted and reliable source for financial guidance for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions based on individual needs and goals
- Offers expert advice and guidance in wealth management, investment strategies, and retirement planning
- Prioritizes client satisfaction and building long-term relationships
- Stays up-to-date on the latest market trends and developments
Facts and Insights
The dedication and expertise of GARY SCHARF ADVISORS, LLC have helped the firm establish a strong reputation in the financial industry. Here are some key insights and facts about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Over 15 years |
Financial Services Offered
GARY SCHARF ADVISORS, LLC offers a wide range of financial services to cater to the unique needs of its clients. Some of these services include:
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Financial Education
Client Types
The team at GARY SCHARF ADVISORS, LLC works with a diverse range of clients, including individuals, families, and businesses. The firm believes in tailoring its services to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
GARY SCHARF ADVISORS, LLC strives to maintain transparency in its fee structure and believes in putting the best interests of its clients first. The firm offers a fee-only model, which means clients pay a percentage of their assets under management as the fee. This aligns the firm’s interests with those of its clients, as the better their investments perform, the more the firm earns.
Background
GARY SCHARF, the founder of GARY SCHARF ADVISORS, LLC, has over 20 years of experience in the financial industry. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Life Underwriter® (CLU®), demonstrating his dedication to delivering top-notch financial advice to his clients. The firm’s team of advisors boasts a similar expertise and commitment to providing exceptional financial solutions and services.
Financial Advisor Disclosures to Know
As a responsible financial advisory firm, GARY SCHARF ADVISORS, LLC believes in maintaining transparency with its clients. Here are some important disclosures to know:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- The firm does not have any disclosures or legal actions against it
- The firm follows a strict code of ethics and fiduciary duty, putting clients’ interests above its own