How does the advisor help clients – Key Takeaways:
SAWYER CAPITAL MANAGEMENT provides expert financial guidance and management to its clients through personalized strategies tailored to individual needs and goals. The firm prides itself on its strong client relationships and transparent communication.
Facts and Insights
SAWYER CAPITAL MANAGEMENT is a leading financial advisory firm with over 20 years of experience. The firm has a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 20+ years |
Financial Services Offered
SAWYER CAPITAL MANAGEMENT offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning and works closely with clients to create customized strategies that align with their unique needs and goals.
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, business owners, and retirees. SAWYER CAPITAL MANAGEMENT understands that each client has different financial needs and goals, and strives to provide personalized solutions that meet their specific requirements.
Fees & Compensation
SAWYER CAPITAL MANAGEMENT operates on a fee-only compensation structure, which means that the firm earns fees solely from its clients and does not receive commissions or incentives from third parties. This aligns the firm’s interests with those of its clients, ensuring that their best interests are always the top priority.
Background
The firm was founded by John Sawyer, a highly respected financial expert with over 30 years of experience in the industry. His expertise and leadership have helped SAWYER CAPITAL MANAGEMENT become a trusted name in the financial advisory world.
Financial Advisor Disclosures to Know
SAWYER CAPITAL MANAGEMENT takes its fiduciary responsibility very seriously and always acts in the best interests of its clients. The firm has a clean regulatory record with no disciplinary actions or sanctions. All relevant disclosures and information can be found on the firm’s Form ADV.