How does the advisor help clients – Key Takeaways:
MITCHELL SINKLER & STARR is a financial advisory firm that provides expert guidance to individuals and businesses. They offer a wide range of financial services and cater to a diverse clientele. With a strong track record and experienced team, they are a reliable choice for anyone seeking financial advice.
Facts and Insights:
Here are some key numbers that showcase MITCHELL SINKLER & STARR’s success and growth over the years:
| Assets Under Management | $2.5 billion |
|---|---|
| Number of Advisors | 25 |
| Time in Business | Over 30 years |
Financial Services Offered:
MITCHELL SINKLER & STARR offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance and risk management
- Education planning
Client Types:
The firm serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation:
MITCHELL SINKLER & STARR is transparent about their fee structure and believes in creating a fair compensation system for their services. Their fees are based on a combination of assets under management, hourly fees, fixed fees, and performance fees. Clients can expect to pay around 1% of their assets under management as an annual fee.
Background:
Founded in 1986, MITCHELL SINKLER & STARR is led by a team of experienced financial experts who are committed to providing personalized and top-notch services to their clients. With a strong focus on client satisfaction, the firm has established a solid reputation in the financial industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, MITCHELL SINKLER & STARR is legally required to disclose any potential conflicts of interest or disciplinary actions. Clients can view these disclosures on the Securities and Exchange Commission’s website or through MITCHELL SINKLER & STARR’s disclosure documents. Additionally, the firm’s advisors adhere to a strict code of ethics to ensure they act in the best interest of their clients at all times.