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How does the advisor help clients – Key Takeaways:
Sawyer & Co Inc is a respected financial advisory firm that offers a range of services to help clients reach their financial goals. With their extensive knowledge and experience in the financial industry, they provide expert guidance and support to individuals and businesses alike.
The following key takeaways highlight how Sawyer & Co Inc helps their clients:
- Provides personalized financial planning and investment management services tailored to each client’s unique needs.
- Offers comprehensive financial solutions to assist with wealth building, retirement planning, tax management, and more.
- Utilizes advanced strategies and technology to optimize investment performance and minimize risk.
- Provides ongoing support and advice to help clients navigate changing financial landscapes and make informed decisions.
Facts and Insights
Sawyer & Co Inc is a registered investment advisor that has been in business since 1985. With over 35 years of experience, they have helped countless clients achieve financial success through their comprehensive services and expert advice.
The firm currently manages over $500 million in assets under management and has a team of 10 financial advisors ready to assist clients. Their approach is based on in-depth research and analysis, ensuring that clients receive the best possible financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1985 | $500 million | 10 |
Financial Services Offered
Sawyer & Co Inc offers a range of financial services to cater to diverse needs and goals. These include:
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Wealth management
- Insurance solutions
Client Types
Sawyer & Co Inc works with a variety of clients, including individuals, families, and businesses of all sizes. They have the expertise and resources to cater to different needs and goals, providing each client with personalized solutions and attention.
Fees & Compensation
Sawyer & Co Inc is a fee-only advisory firm, which means they do not receive commissions or incentives from third-party vendors. This eliminates any potential conflicts of interest and ensures that their advice is always in the best interest of the client.
The firm’s fee structure is based on a percentage of assets under management, with rates varying depending on the size and complexity of a client’s portfolio. They also offer hourly or project-based fees for specific services.
Background
Sawyer & Co Inc was founded by John Sawyer, a renowned financial expert with decades of experience in the industry. His vision was to create a firm that prioritizes the client’s best interests and provides unbiased, expert advice to help them achieve their financial goals.
Today, the firm continues to uphold this vision and has established itself as a trusted and respected financial advisory firm in the industry.
Financial Advisor Disclosures to Know
Sawyer & Co Inc is committed to transparency and always strives to maintain open and honest communication with their clients. As a registered investment advisor, they have certain regulatory and fiduciary obligations, which include:
- Disclosure of all potential conflicts of interest
- Fiduciary duty to act in the client’s best interest at all times
- Annual filings and updates with regulatory bodies