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How does the advisor help clients – Key Takeaways:
The Sather Financial Group, Inc. is a financial advisory firm that provides expert guidance and support to clients seeking to manage their finances. They offer a wide range of financial services and have a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Their services include investment management, retirement planning, tax planning, estate planning, and more. They work closely with each client to create customized financial plans that meet their specific needs and preferences.
The following are key takeaways from the services offered by the Sather Financial Group:
- Expert guidance and support in managing finances
- Customized financial plans tailored to individual needs and preferences
- A wide range of financial services offered
- Experienced team of advisors
Facts and Insights
Sather Financial Group, Inc. has been in business for over 20 years and has been providing quality financial advice to clients ever since. They have a strong track record of success and have helped numerous clients achieve their financial goals.
According to publicly available data, the firm has assets under management of over $500 million and is currently managing investments for over 500 clients. They also have a team of 10 advisors who are all licensed professionals with years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
The Sather Financial Group, Inc. offers a variety of financial services to help clients manage their wealth and plan for the future. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. They have experience working with clients of various backgrounds and financial situations and are committed to providing personalized services to meet their unique needs.
Fees & Compensation
The Sather Financial Group, Inc. charges a fee for their financial advisory services, which is based on a percentage of assets under management. This fee is typically between 1-2% and may vary depending on the complexity of the services provided.
The firm has a fiduciary duty to act in the best interests of their clients and does not receive any commissions or compensation from third parties for recommending specific products or services. This ensures that their recommendations are unbiased and in line with the client’s goals and interests.
Background
The Sather Financial Group, Inc. was founded in 1998 by John Sather, a highly experienced financial advisor with over 30 years of experience in the industry. Over the years, the firm has grown to become a trusted and reputable name in the financial advisory industry, providing expert guidance and support to clients all over the country.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, the Sather Financial Group, Inc. is required to disclose any potential conflicts of interest that may arise in their client relationships. These disclosures, along with their privacy policy, can be found on their website for full transparency.
The firm also maintains all necessary registrations and licenses with regulatory bodies such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).