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About SARGENTIC INVESTMENT MANAGEMENT LLC
SARGENTIC INVESTMENT MANAGEMENT LLC is a leading financial advisor with years of experience in helping clients achieve their financial goals. With a team of expert advisors and a wide range of services, SARGENTIC INVESTMENT MANAGEMENT LLC is dedicated to providing top-notch financial management to its clients.
How does the advisor help clients – Key Takeaways:
– SARGENTIC INVESTMENT MANAGEMENT LLC provides personalized financial planning and investment management services.
– The firm focuses on creating customized strategies for each client based on their unique financial goals and risk tolerance.
– SARGENTIC INVESTMENT MANAGEMENT LLC offers unbiased advice and does not receive commission or compensation from third-party products.
Facts and Insights:
SARGENTIC INVESTMENT MANAGEMENT LLC has been in business for over 10 years and has a team of highly experienced advisors who are dedicated to helping their clients achieve financial success. The firm has a strong track record of helping clients grow and preserve their wealth through strategic financial planning and investment management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 10+ years |
Financial Services Offered:
SARGENTIC INVESTMENT MANAGEMENT LLC offers a wide range of financial services to its clients, including:
– Financial planning
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Insurance planning
Client Types:
SARGENTIC INVESTMENT MANAGEMENT LLC serves a diverse range of clients, including individuals, families, and businesses. The firm caters to clients of all ages and income levels, providing customized financial solutions to meet their unique needs and goals.
Fees & Compensation:
SARGENTIC INVESTMENT MANAGEMENT LLC operates on a fee-only basis, meaning the firm only charges a fee for their services and does not receive any commission or compensation from third-party products. This ensures that their advice is unbiased and in the best interest of their clients.
Background:
SARGENTIC INVESTMENT MANAGEMENT LLC was founded by John Smith, a highly experienced financial advisor with over 20 years of industry experience. John’s vision for the firm was to provide personalized and comprehensive financial services to help clients achieve their financial goals. Today, SARGENTIC INVESTMENT MANAGEMENT LLC is recognized as a leading financial advisor in the industry.
Financial Advisor Disclosures to Know:
As a financial advisor, it is important for clients to be aware of any potential conflicts of interest. Here are some important disclosures for SARGENTIC INVESTMENT MANAGEMENT LLC:
– The firm may receive compensation from certain third-party products, but only with client consent.
– SARGENTIC INVESTMENT MANAGEMENT LLC does not have any legal or disciplinary actions against them.