How does the advisor help clients – Key Takeaways:
SAGA FINANCIAL MANAGEMENT is a trusted financial management firm that has been in business for over 20 years. They offer a wide range of financial services to help their clients achieve their financial goals. Some key takeaways from their services include:
- Customized financial plans to fit individual client needs
- Expertise in various financial areas such as investing, retirement planning, and tax strategies
- Client-centered approach with open communication and regular updates on financial progress
Facts and Insights
SAGA FINANCIAL MANAGEMENT has over 20,000 clients and manages over $5 billion in assets. With a team of 50 experienced and knowledgeable advisors, they have a track record of helping clients grow and preserve their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50 | Over 20 years |
Financial Services Offered
SAGA FINANCIAL MANAGEMENT offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Wealth management
- Retirement planning
- Investment management
- Tax strategies
- Estate planning
- Risk management and insurance
- Business planning and consulting
Client Types
SAGA FINANCIAL MANAGEMENT serves a wide range of clients including high-net-worth individuals, families, and business owners. They also work with institutions such as corporations, foundations, and nonprofit organizations.
Fees & Compensation
SAGA FINANCIAL MANAGEMENT charges a fee based on a percentage of assets under management. They have a transparent fee structure and do not charge any commissions or hidden fees. This ensures that their clients’ best interests are always prioritized.
Background
SAGA FINANCIAL MANAGEMENT was founded by a team of experienced financial advisors who shared a common goal of providing top-notch financial planning and advice to their clients. With over 20 years in business, they have established a strong reputation and have a loyal client base.
Financial Advisor Disclosures to Know
As a registered investment advisor, SAGA FINANCIAL MANAGEMENT adheres to strict disclosure requirements set by the Securities and Exchange Commission (SEC). These disclosures include any potential conflicts of interest, fees and compensation structure, and disciplinary history. Clients can access these disclosures on the firm’s website or by requesting them directly from their advisor.