How does the advisor help clients – Key Takeaways:
S & CO., INC. is a leading financial advisory firm with a team of experienced professionals dedicated to providing exceptional financial planning and investment management services to clients. Their expertise and in-depth knowledge of the financial industry help clients achieve their financial goals and build a stronger financial future.
Their services include comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning. With their personalized approach, they create customized plans for each client based on their unique needs and goals.
Facts and Insights
S & CO., INC. was founded in 1995 and has been in business for over 25 years. The firm is based in New York City and has a strong presence in the financial industry. They have a team of over 100 advisors who are highly qualified and experienced in providing financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | 25 years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
S & CO., INC. serves a wide range of clients including individuals, families, small business owners, and high-net-worth individuals. They also work with corporate clients, providing retirement plans and other financial services for their employees.
Fees & Compensation
S & CO., INC. operates on a fee-only basis, which means they do not receive any commissions or compensation from third parties. This allows them to provide unbiased financial advice and recommendations in the best interest of their clients. The fee structure is transparent and based on a percentage of assets under management.
Background
The founder of S & CO., INC. has over 30 years of experience in the financial industry and is a certified financial planner (CFP). The firm prides itself on its team of highly qualified advisors who hold various certifications and designations, including CFP, CPA, and CFA.
Financial Advisor Disclosures to Know
S & CO., INC. adheres to the highest ethical standards and is committed to transparency with their clients. They provide all necessary disclosures and make sure clients are fully informed about the risks, fees, and potential conflicts of interest before entering into any financial relationship.