How does J. STERN & CO. LLP help clients – Key Takeaways:
J. STERN & CO. LLP is a financial advisory firm that provides expert guidance and services to individuals and businesses to help them achieve their financial goals. With years of experience and a team of knowledgeable professionals, J. STERN & CO. LLP is a trusted partner for all financial needs.
- Personalized financial planning and investment strategies tailored to individual client goals and risk tolerance.
- Diversified portfolio management to help clients potentially minimize risk and maximize returns.
- Expertise in tax planning, retirement planning, and estate planning strategies.
Facts and Insights
J. STERN & CO. LLP has been in business for over 20 years, providing financial services and guidance to individuals and businesses. With a team of over 50 experienced advisors, J. STERN & CO. LLP has managed over $1 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (years) |
|---|---|---|
| $1 billion+ | 50+ | 20+ |
Financial Services Offered
J. STERN & CO. LLP offers a comprehensive range of financial services to meet the various needs of their clients. These services include:
- Personalized financial planning and investment management.
- Tax planning and preparation.
- Retirement planning and management.
- Estate planning and wealth transfer strategies.
- Educational planning and college funding strategies.
- Insurance planning and risk management.
- Business succession planning.
Client Types
J. STERN & CO. LLP serves a diverse range of clients, including:
- Individuals and families.
- Small business owners and entrepreneurs.
- Retirees.
- Inherited wealth beneficiaries.
- Children and grandchildren of affluent individuals.
- Trusts and other legal entities.
Fees & Compensation
J. STERN & CO. LLP utilizes a fee-based compensation structure, meaning they charge a percentage of the client’s assets under management. This aligns their interests with the client’s, as they only earn more if the client’s assets grow in value. They also offer hourly and flat-fee arrangements for certain services.
Background
J. STERN & CO. LLP was founded in 1999 by John Stern, a seasoned financial advisor with over 30 years of experience in the industry. Since then, the firm has grown into a team of over 50 professionals with a wide range of expertise in various financial areas.
Financial Advisor Disclosures to Know
J. STERN & CO. LLP is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, they have a fiduciary duty to act in the best interests of their clients and must disclose any potential conflicts of interest. They have a clean record with no disciplinary actions or sanctions reported.