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How Does the Advisor Help Clients – Key Takeaways:
The financial advisory firm Overland and Shanahan serves as a trusted partner to clients seeking expert guidance and support for their financial needs. With a proven track record of success, they offer a wide range of services tailored to each individual client’s unique goals and objectives.
Facts and Insights:
- Assets Under Management: Overland and Shanahan has over $1 billion in assets under management, demonstrating their ability to effectively manage and grow their clients’ wealth.
- Number of Advisors: The firm boasts a team of highly qualified and experienced advisors, totaling 25 professionals.
- Time in Business: Overland and Shanahan has been in business for 15 years, showcasing their expertise and longevity in the industry.
Financial Services Offered:
Overland and Shanahan offers a comprehensive range of financial services to help clients achieve their financial goals. These include, but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
- Insurance services
Client Types:
Overland and Shanahan serves a diverse group of clients, including individuals, families, and businesses, who are seeking expert financial guidance and support. They work closely with each client to understand their unique needs and develop customized solutions.
Fees & Compensation:
Overland and Shanahan operates on a fee-based compensation structure, which means that they are compensated based on a percentage of the assets they manage for their clients. This structure ensures that their interests are aligned with their clients’ and that they are focused on delivering results.
Background:
The team at Overland and Shanahan brings a wealth of experience and expertise to the table. They are committed to ongoing education and staying updated on industry trends and developments to provide their clients with the best possible service and advice.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Overland and Shanahan are legally required to disclose any potential or existing conflicts of interest to their clients. They also provide a Form ADV Part 2 brochure, which outlines their services, fees, and any other pertinent information for clients to review.