How does the advisor help clients – Key Takeaways:
Mark Scordato & Associates is a well-respected financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of knowledgeable and experienced professionals, they provide personalized solutions and expert advice to help their clients make informed decisions.
Facts and Insights
Mark Scordato & Associates has over 20 years of experience in the financial industry, and their team of advisors is dedicated to helping clients navigate the complexities of the financial world. They have a deep understanding of market trends and are always up-to-date on the latest industry insights.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Mark Scordato & Associates offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. They work closely with clients to create customized plans that align with their specific financial goals and objectives.
Client Types
Mark Scordato & Associates serves a wide range of clients, including individuals, families, business owners, and institutions. They have experience working with clients at all stages of their financial journey – from young professionals just starting to build their wealth to retirees looking to preserve their assets and pass them down to future generations.
Fees & Compensation
Mark Scordato & Associates operates on a fee-based model, which means their fees are based on a percentage of the assets under management. This structure ensures that their interests are aligned with those of their clients, as they only make money when their clients’ portfolios perform well. They are committed to transparency and always provide clients with a detailed breakdown of all fees and charges.
Background
Mark Scordato & Associates was founded by Mark Scordato, a highly experienced and successful financial advisor. He has over 30 years of experience in the industry and is considered a leading expert in financial planning and investment management. He has built a team of top-tier advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Mark Scordato & Associates is held to a high standard of ethical and professional conduct. They are legally required to disclose any potential conflicts of interest, their fee structure, and any disciplinary events or complaints. This information can be found in their Form ADV, which is available on their website or upon request.