How does the advisor help clients – Key Takeaways:
MCALISTER, SWEET & ASSOCIATES, INC. is a leading financial advisory firm that specializes in providing comprehensive financial planning and investment management services. The firm has a strong team of experienced financial experts who work closely with each client to understand their unique financial goals and develop a customized plan to help them achieve their objectives.
- Helps clients create a personalized financial plan based on their individual needs and goals
- Provides ongoing investment management and advice to help clients grow their wealth
- Offers a wide range of financial services, including retirement planning, tax planning, and estate planning
- Works with a variety of clients, from high net worth individuals to small business owners
- Has a strong commitment to transparency and ethical practices
Facts and Insights:
As of 2021, MCALISTER, SWEET & ASSOCIATES, INC. has over $2 billion in assets under management, with a team of 10 advisors and a combined industry experience of over 100 years. The firm has a strong track record of helping clients achieve their financial goals and is consistently recognized as one of the top financial advisory firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors | Time in Business (years) |
|---|---|---|---|
| 2021 | $2,000 | 10 | 23 |
| 2020 | $1,800 | 10 | 22 |
| 2019 | $1,500 | 9 | 21 |
Financial Services Offered:
MCALISTER, SWEET & ASSOCIATES, INC. offers a wide range of financial services to its clients, including:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Education Planning
- Wealth Transfer Planning
- Charitable Giving
Client Types:
MCALISTER, SWEET & ASSOCIATES, INC. works with a diverse range of clients, including:
- High Net Worth Individuals
- Corporate Executives
- Small Business Owners
- Retirees
- Individuals and Families
- Trusts and Estates
- Non-Profits
Fees & Compensation:
MCALISTER, SWEET & ASSOCIATES, INC. is a fee-only financial advisory firm, which means they do not earn commissions or sell financial products. Instead, they charge a fee based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with its clients, as they only make money when their clients’ portfolios grow.
Background:
MCALISTER, SWEET & ASSOCIATES, INC. was founded in 1998 by John McAlister and Sarah Sweet, who saw a need for a comprehensive and client-centric financial planning firm. The firm has grown significantly over the years and now has a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
MCALISTER, SWEET & ASSOCIATES, INC. is committed to transparency and ethical practices. As part of this commitment, the firm discloses any potential conflicts of interest and any disciplinary actions taken against its advisors to ensure full transparency to its clients. Additionally, all advisors are required to adhere to a strict code of ethics to maintain the highest level of professionalism and