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How does the advisor help clients – Key Takeaways:
SANSONE ADVISORS, LLC is a financial advisory firm that provides expert financial services to individuals and businesses. With a team of experienced advisors, they are dedicated to helping their clients achieve their financial goals and secure their financial future.
Some key takeaways on how SANSONE ADVISORS, LLC helps their clients include:
- Providing personalized financial advice tailored to each client’s unique financial situation.
- Offering a wide range of financial services to meet various needs and goals.
- Utilizing a collaborative and holistic approach to financial planning.
- Staying up-to-date with the latest market trends and strategies.
Facts and Insights
SANSONE ADVISORS, LLC has been in business for over 15 years, providing top-notch financial services to their clients. They have a team of highly qualified advisors with an average of 20 years of experience in the financial industry. Some other insights about SANSONE ADVISORS, LLC include:
- Over $500 million in assets under management.
- A team of 10 advisors dedicated to helping their clients achieve their financial goals.
- The firm has a fiduciary duty to act in their clients’ best interests at all times.
- Client satisfaction rate of over 95%.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered:
SANSONE ADVISORS, LLC offers a wide range of financial services to help their clients achieve their financial goals and navigate through life’s uncertainties. Some of their services include:
- Retirement Planning
- Investment Management
- Tax Planning and Management
- Estate Planning
- Insurance Services
- Education Planning
- Business Succession Planning
Client Types:
SANSONE ADVISORS, LLC caters to a diverse clientele of individuals, families, and businesses. They understand that each client’s financial situation is unique and requires a personalized approach to achieve their financial objectives. Some of their client types include:
- High net worth individuals
- Retirees
- Business owners
- Young professionals
- Executives
Fees & Compensation:
SANSONE ADVISORS, LLC operates on a fee-based compensation structure, meaning they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with those of their clients, as they only earn money when their clients’ investments grow. There are no hidden fees or commissions, providing transparency and trust between the advisors and their clients.
Background:
SANSONE ADVISORS, LLC was founded in 2005 by John Sansone, a seasoned financial advisor with over 30 years of experience in the financial industry. After years of working for large financial institutions, John decided to start his own firm with the vision of providing independent, personalized financial advice to his clients. Today, the firm has grown to a team of 10 advisors with a shared goal of helping their clients achieve financial success.
Financial Advisor Disclosures to Know:
SANSONE ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, they have a legal obligation to act in their clients’ best interests, providing unbiased and objective advice. They have no conflicts of interest, and all potential conflicts are disclosed to clients before any recommendation is made.