SAPERSTON LEGACY ADVISORS, INC.
SAPERSTON LEGACY ADVISORS, INC. is a leading financial advisory firm that specializes in providing comprehensive wealth management solutions to clients. With a team of experienced and knowledgeable advisors, SAPERSTON LEGACY ADVISORS, INC. helps individuals and businesses achieve their financial goals through personalized and strategic planning.
How Does the Advisor Help Clients – Key Takeaways:
- Comprehensive wealth management solutions
- Personalized and strategic planning
- Experienced and knowledgeable advisors
- Helps clients achieve their financial goals
Facts and Insights:
SAPERSTON LEGACY ADVISORS, INC. has been in business for over 25 years and has established a strong reputation in the financial advisory industry. The firm has a team of over 50 advisors who are experts in their respective fields and have a deep understanding of the ever-changing financial landscape. The advisors at SAPERSTON LEGACY ADVISORS, INC. have helped countless clients navigate through difficult financial situations and achieve their long-term financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50+ | Over 25 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Corporate retirement plans
Client Types:
- High-net-worth individuals
- Retirees
- Business owners
- Corporate clients
- Non-profit organizations
Fees & Compensation:
SAPERSTON LEGACY ADVISORS, INC. operates on a fee-only structure, which means that the firm does not earn any commissions from the products or services recommended to clients. This ensures that the advisors at SAPERSTON LEGACY ADVISORS, INC. are solely focused on providing unbiased and objective advice to their clients, without any conflicts of interest.
Background:
SAPERSTON LEGACY ADVISORS, INC. was founded in 1994 by John Saperston, who had a vision to create a financial advisory firm that goes above and beyond traditional money management services. Today, the firm has expanded its services and has multiple locations across the country, serving a diverse range of clients.
Financial Advisor Disclosures to Know:
- SAPERSTON LEGACY ADVISORS, INC. is a registered investment adviser with the Securities and Exchange Commission (SEC).
- The advisors at SAPERSTON LEGACY ADVISORS, INC. are required to act in the best interests of their clients at all times.
- SAPERSTON LEGACY ADVISORS, INC. may receive compensation from third-party service providers, such as custodians or insurance companies, for recommending their products or services to clients.
- The firm has no record of any disciplinary actions or regulatory sanctions.