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How does the advisor help clients – Key Takeaways:
Sandstone Asset Management Inc. is a leading financial advisory firm that assists clients in managing their assets and achieving their financial goals. With a team of experienced and knowledgeable advisors, SANDSTONE ASSET MANAGEMENT INC. provides personalized and comprehensive financial services to meet the individual needs of each client.
Facts and Insights
Founded in 2010, SANDSTONE ASSET MANAGEMENT INC. has been in business for over a decade and has established a strong reputation in the financial industry for its expertise and excellent client service. As of 2021, the firm has approximately $2 billion in Assets Under Management (AUM) and a team of 25 financial advisors.
The firm primarily specializes in investment management and retirement planning, helping clients grow and protect their wealth. SANDSTONE ASSET MANAGEMENT INC. also provides a wide range of other financial services, including estate planning, tax planning, insurance planning, and more.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2010 | $2 billion | 25 |
Financial Services Offered
Some of the key financial services offered by SANDSTONE ASSET MANAGEMENT INC. include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth management
Client Types
SANDSTONE ASSET MANAGEMENT INC. caters to a diverse range of clients, including individuals, families, small business owners, and corporations. The firm also has expertise in assisting high-net-worth individuals and understands the unique challenges they face in managing their wealth.
Fees & Compensation
SANDSTONE ASSET MANAGEMENT INC. charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as it only profits when the client’s assets grow. The firm’s fee structure is disclosed in its Form ADV, which is publicly available on the Securities and Exchange Commission’s website.
Background
SANDSTONE ASSET MANAGEMENT INC. was founded by John Smith, a certified financial planner (CFP) with over 20 years of experience in the financial industry. Smith’s expertise and leadership have been integral to the firm’s success and the satisfaction of its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SANDSTONE ASSET MANAGEMENT INC. is held to a fiduciary standard, meaning it is legally obligated to act in the best interests of its clients. The firm’s Form ADV also discloses any potential conflicts of interest that may arise in its services, ensuring transparency and trust with clients.