How does the advisor help clients – Key Takeaways:
SATHER’S FINANCIAL LLC is a premier financial advisory firm that provides expert financial advice to clients. They have built a reputation as a trusted financial expert by providing personalized and comprehensive financial solutions to their clients.
Their approach is centered around educating clients and building strong relationships based on trust and transparency. They believe that each client has unique financial needs and goals, and therefore, their services are tailored to meet those individual needs. Their team of financial experts is committed to helping clients achieve financial success and security.
Facts and Insights
SATHER’S FINANCIAL LLC has been in the financial advisory business for over 20 years. During this time, they have managed to grow their assets under management to over $100 million. They have consistently delivered excellent results for their clients, which has earned them a loyal and satisfied client base.
Their success can be attributed to their emphasis on education and financial planning. They believe that by educating their clients, they are empowering them to make informed financial decisions that will ultimately lead to their financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $100 million | 10 |
Financial Services Offered
SATHER’S FINANCIAL LLC offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. Some of their services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Their team of financial experts works closely with clients to create a personalized financial plan that suits their specific needs and goals.
Client Types
SATHER’S FINANCIAL LLC caters to a diverse range of clients, including individuals, families, and small business owners. They understand that each client has unique financial needs and therefore, they provide customized solutions to meet those needs.
Their client base includes high-net-worth individuals who seek expert guidance in managing their wealth and planning for their financial future.
Fees & Compensation
SATHER’S FINANCIAL LLC is a fee-only financial advisory firm, which means they do not earn any commissions or referral fees from third-party companies. This ensures that their clients receive unbiased and objective financial advice.
Their fees are calculated based on a percentage of the assets under management, which is a standard industry practice. They are transparent about their fees and do not charge any hidden costs.
Background
SATHER’S FINANCIAL LLC was founded in 1999 by John Sather, a highly experienced financial advisor with over three decades of experience in the industry. He has built a team of experts who share his passion for helping clients achieve financial success.
Their years of experience and expertise make them a trusted and reliable source for financial advice.
Financial Advisor Disclosures to Know
SATHER’S FINANCIAL LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means they are legally obligated to act in the best interest of their clients and provide full disclosure of any potential conflicts of interest.
Their team of financial experts holds various industry certifications and adheres to the highest ethical standards in their profession.