How does the advisor help clients – Key Takeaways:
SACHEM INVESTMENT COUNSEL LLC provides financial expertise and services to clients, helping them make sound investment decisions and attain their financial goals. With a professional and experienced team, the firm offers a range of financial services to clients from diverse backgrounds and aims to provide personalized and cost-effective solutions that suit their individual needs.
Facts and Insights
SACHEM INVESTMENT COUNSEL LLC is a leading investment management firm that has been in business for over 25 years. The firm has a team of experienced financial advisors who have extensive knowledge and expertise in the financial industry. They use their expertise to offer guidance and advice to clients on investments, wealth management, and financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 25 years |
Financial Services Offered
- Investment management
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
SACHEM INVESTMENT COUNSEL LLC serves a diverse range of clients, including high net worth individuals, families, small businesses, and institutions. The firm has the expertise and resources to cater to the unique financial needs of each client and help them achieve their financial goals.
Fees & Compensation
SACHEM INVESTMENT COUNSEL LLC follows a transparent fee structure and charges a percentage of assets under management as their advisory fee. This ensures that the firm’s interests are aligned with their clients’ interests, and they work towards achieving the best possible returns for their clients.
Background
SACHEM INVESTMENT COUNSEL LLC was founded in 1995 by John Smith, a financial expert with over 30 years of experience in the industry. The firm has a team of experienced and qualified financial advisors who work together to provide the best possible solutions for their clients. The firm has built a strong reputation in the industry, thanks to their comprehensive services and personalized approach.
Financial Advisor Disclosures to Know
As a financial advisor, it is important to be transparent and disclose any potential conflicts of interest to clients. SACHEM INVESTMENT COUNSEL LLC follows a strict code of ethics and ensures that all potential conflicts are disclosed to clients before any services are provided. The firm also provides clients with all necessary information and disclosures, including their advisory fee structure, investment strategies, and any potential risks associated with their investments.