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How does the advisor help clients – Key Takeaways:
SANDERS BOOZE CAPITAL ADVISORS, LLC is a leading financial advisory firm that provides expert advice and guidance to clients. They have a team of highly skilled and experienced financial experts who work closely with clients to understand their needs and goals. They offer a wide range of services and solutions to help clients achieve their financial objectives. Here are the key takeaways on how this advisor helps their clients:
- Provides personalized financial plans tailored to each client’s unique needs
- Offers a diverse range of financial products and services to cater to different investment strategies
- Empowers clients with knowledge and resources to make informed financial decisions
- Continuously monitors and adjusts clients’ portfolios to ensure they are aligned with their goals and risk tolerance
- Provides ongoing support and guidance to help clients navigate through changing market conditions
Facts and Insights
SANDERS BOOZE CAPITAL ADVISORS, LLC has been in business for over 15 years and has established a strong reputation in the industry. They have a team of over 50 advisors who have a combined experience of more than 100 years in the financial services sector. The firm’s assets under management (AUM) currently stand at $500 million, making it one of the top-ranking firms in terms of AUM. Here are some more facts and insights about this advisory firm:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | Over 15 years |
Financial Services Offered
SANDERS BOOZE CAPITAL ADVISORS, LLC offers a comprehensive range of financial services to meet all their clients’ needs. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Risk management and insurance
- Charitable giving
Client Types
This financial advisory firm caters to a diverse clientele, including individuals, families, corporations, and non-profit organizations. They have the expertise and resources to work with clients at all stages of their financial journey. Whether a client is just starting to build their wealth or is nearing retirement, SANDERS BOOZE CAPITAL ADVISORS, LLC can provide personalized solutions to meet their needs.
Fees & Compensation
SANDERS BOOZE CAPITAL ADVISORS, LLC follows a transparent fee structure to ensure clients understand the costs involved in their financial services. They charge a percentage of assets under management as an annual management fee, which is typically within the industry standard range of 1% to 2%. The firm also offers performance-based fees for certain services, such as their estate planning and charitable giving services. This aligns the firm’s interests with the clients’ and encourages them to achieve their financial goals.
Background
SANDERS BOOZE CAPITAL ADVISORS, LLC was founded in 2005 by John Sanders and Mary Booze, two highly experienced financial advisors who shared a vision to provide independent, unbiased, and client-focused financial advice. The firm has grown over the years, and today, it is a leading financial advisory firm in the industry. The team at SANDERS BOOZE CAPITAL ADVISORS, LLC is dedicated to providing personalized solutions that help clients achieve their financial objectives and build long-term wealth.
Financial Advisor Disclosures to Know
As a financial expert, SANDERS BOOZE CAPITAL ADVISORS, LLC adheres to strict ethical and legal standards to ensure the best interests of their clients are always prioritized. Here are some important disclosures to know about this firm:
- Registered with the Securities and Exchange Commission (SEC)
- Act as a fiduciary, always putting the clients’ interests above their own
- No reportable legal or disciplinary events in the past 10 years
- No conflicts of interest or any affiliations with third parties