Facts and Insights
SAUBERAN & COMPANY, LLC is a highly reputable financial firm, serving clients in both the public and private sectors. With a team of experienced and knowledgeable advisors, the company is dedicated to providing top-notch financial solutions to its clients.
Their approach to financial planning is tailored to each client’s specific needs and goals, ensuring that they receive personalized and comprehensive services. SAUBERAN & COMPANY, LLC takes pride in offering unbiased and independent advice, ensuring that their recommendations are always in the best interest of their clients.
The company keeps up with the ever-changing market trends, using cutting-edge technology and tools to deliver exceptional results. Their commitment to excellence has gained them a loyal client base and a strong reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
As of 2020, SAUBERAN & COMPANY, LLC manages a considerable AUM of $500 million. With a team of 10 experienced advisors, the company has been in business for 15 years, establishing itself as a reliable and long-standing player in the financial market.
Financial Services Offered
SAUBERAN & COMPANY, LLC offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, risk management, and more. They work closely with their clients, understanding their unique needs and goals, to develop tailored strategies to achieve financial success.
Client Types
The firm caters to both individual and institutional clients, providing them with personalized financial solutions. Their clients range from high-net-worth individuals and families to businesses and non-profit organizations.
Fees & Compensation
SAUBERAN & COMPANY, LLC charges fees based on a percentage of AUM for their investment management services. For other financial services, they may charge a flat fee or an hourly rate. They believe in transparent and fair compensation, and their fees are competitive in the industry.
Background
The founder and principal advisor of SAUBERAN & COMPANY, LLC, John Sauberan, has over 25 years of experience in the financial industry. He holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The advisors at the firm also have diverse backgrounds and expertise, providing a well-rounded approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, SAUBERAN & COMPANY, LLC is required to abide by the fiduciary standard, meaning they must always act in the best interest of their clients. They have no disciplinary actions or legal issues on their record, demonstrating their ethical and professional practices.