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About Sawyer Falduto Asset Management, LLC
Sawyer Falduto Asset Management, LLC is a reputable financial management firm that provides expert guidance and advice to clients seeking to manage their assets and achieve their financial goals. With a team of highly skilled and experienced advisors, the firm is committed to offering individualized solutions that meet the unique needs and objectives of each client. The firm’s mission is to empower clients by providing them with the knowledge and resources necessary to make informed financial decisions.
How Does the Advisor Help Clients – Key Takeaways:
- Personalized financial solutions tailored to each client’s needs.
- Expert guidance and advice based on extensive knowledge and experience in the financial industry.
- A commitment to providing comprehensive and transparent services to clients.
- An unbiased and objective approach to financial management.
Facts and Insights
Sawyer Falduto Asset Management, LLC is dedicated to maintaining the highest standards of professionalism, ethics, and integrity in all aspects of its operations. The firm is transparent in its approach, providing clients with a clear understanding of the services offered and the corresponding fees and compensation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 8 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Cash flow analysis
Client Types
- High net worth individuals
- Corporate executives
- Business owners
- Retirees
- Professionals in the medical field
Fees & Compensation
Sawyer Falduto Asset Management, LLC operates on a fee-only model, which means that the firm does not receive commissions or any form of compensation from third-party sources. The fees charged are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of its clients. This fee structure promotes a transparent and unbiased approach to financial management.
Background
The team at Sawyer Falduto Asset Management, LLC has years of experience in the financial industry and a diverse range of educational backgrounds and certifications. This diverse expertise allows the firm to offer comprehensive and customized solutions to clients from various backgrounds and with different financial objectives. The firm is also committed to continuous learning and professional development, ensuring that clients receive the most up-to-date and relevant advice.
Financial Advisor Disclosures to Know
Sawyer Falduto Asset Management, LLC has a clean disciplinary record and is in good standing with all regulatory bodies. The firm understands the importance of transparency and adheres to all disclosure requirements set by the Securities and Exchange Commission (SEC).