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How does the advisor help clients – Key Takeaways:
Financial advisors at Sawyer & Co Inc provide expert guidance to clients looking to manage their portfolio, plan for retirement, or invest in the market. They offer a range of financial services and cater to various client types. With a strong track record and transparent disclosures, Sawyer & Co Inc is a trusted source for financial advice.
Facts and Insights
Based in New York, Sawyer & Co Inc has been in business for over 20 years, and during this time, they have amassed a considerable number of assets under management (AUM). This showcases their extensive experience and success in managing clients’ investments. Additionally, the firm boasts a team of highly qualified and experienced financial advisors who are dedicated to providing top-notch services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
Sawyer & Co Inc offers a wide range of financial services to its clients, including portfolio management, retirement planning, investment advice, and financial planning. Their team of experts works closely with each client to assess their financial goals and develop a personalized plan to help them achieve these goals. The firm also offers portfolio rebalancing and regular reviews to ensure that clients’ investments are always aligned with their objectives.
Client Types
Sawyer & Co Inc caters to a diverse range of clients, including individual investors, high-net-worth individuals, and business owners. They also work with institutional clients such as corporations, retirement plans, and non-profit organizations. With their personalized approach, the firm is able to tailor their services to meet the unique needs of each client.
Fees & Compensation
Sawyer & Co Inc charges a percentage of AUM as their fee for managing clients’ portfolios. This fee structure is aligned with the performance of the investments, incentivizing the firm to deliver strong returns for their clients. They also offer a fee-based financial planning service, where clients pay a one-time or ongoing fee for comprehensive financial planning and guidance.
Background
Sawyer & Co Inc was founded in 2000 by John Sawyer, a seasoned financial advisor with over 30 years of experience. Sawyer’s vision was to provide transparent and unbiased financial advice to help clients achieve their financial goals. Today, the firm continues to uphold Sawyer’s values and has become a trusted source for financial services in the industry.
Financial Advisor Disclosures to Know
Sawyer & Co Inc values transparency and provides full disclosure of any potential conflicts of interest that may arise in their advisory services. They are a registered investment advisor (RIA) and are required to adhere to strict fiduciary standards, meaning they are legally obligated to act in their clients’ best interests.