How does the advisor help clients – Key Takeaways:
In order to better understand what sets SA ASSET MANAGEMENT, INC. apart as a financial expert, it is important to highlight some key takeaways:
- SA ASSET MANAGEMENT, INC. has a team of highly experienced advisors who have a proven track record of helping clients reach their financial goals.
- The firm offers a wide range of financial services to cater to the diverse needs of their clients.
- SA ASSET MANAGEMENT, INC. is dedicated to providing personalized and comprehensive financial solutions to each and every one of their clients.
- The firm prioritizes transparency and open communication with their clients to ensure they are informed and involved in the decision-making process.
Facts and Insights
Incorporated in 1998, SA ASSET MANAGEMENT, INC. has been providing financial services to clients for over 20 years. With a team of over 50 advisors, the firm has grown to manage over $5 billion in assets under management (AUM). This impressive growth is a testament to the firm’s expertise and reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | AUM (in millions) |
|---|---|---|
| 1998 | 50+ | $5,000+ |
Financial Services Offered
SA ASSET MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Risk management
Client Types
The firm caters to a diverse range of clients including individuals, families, and institutions. They customize their services to meet the unique needs of each client, taking into consideration their financial goals, risk tolerance, and investment timeline.
Fees & Compensation
SA ASSET MANAGEMENT, INC. operates on a fee-only structure, meaning they do not earn commissions for recommending certain investments. This ensures that their recommendations are always in the best interest of their clients. Their fees are based on a percentage of the AUM they manage, providing an incentive for the firm to grow their clients’ wealth.
Background
SA ASSET MANAGEMENT, INC. was founded by a team of experienced financial professionals who saw a need for transparent and personalized financial services in the industry. Their team of advisors has a diverse range of backgrounds and expertise, allowing them to provide comprehensive and holistic advisory services to their clients.
Financial Advisor Disclosures to Know
SA ASSET MANAGEMENT, INC. operates with the highest level of integrity and transparency. They are registered as a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC), which requires them to disclose any potential conflicts of interest and adhere to strict fiduciary standards. The firm’s advisors are also required to disclose any relevant disciplinary history or lawsuits, ensuring that clients are fully informed before making any financial decisions.