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The Scale Advisory Group, LLC prides itself on providing top-level financial advisory services to clients. With a dedicated team of experts, they strive to offer comprehensive financial solutions that cater to the unique needs of each client. The following are some key insights and facts about the firm that demonstrate their expertise and success in the industry.
How does the advisor help clients – Key Takeaways:
- Offering customized and personalized financial planning strategies for each client.
- Providing investment management services to help clients achieve their financial goals.
- Giving expert advice on wealth preservation and transfer strategies.
- Offering guidance on retirement planning and income distribution strategies.
- Providing educational resources and tools to help clients make informed financial decisions.
Facts and Insights
The Scale Advisory Group, LLC has been in business for 15 years and in that time has become a trusted name in the financial advisory industry. They have a team of highly skilled and experienced advisors who are well-equipped to provide sound financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2019 | 150 | 10 |
| 2020 | 200 | 15 |
Financial Services Offered
- Financial planning and investment management
- Retirement planning and income distribution strategies
- Estate planning and wealth transfer strategies
- Risk management and insurance solutions
- Tax planning and preparation
Client Types
The Scale Advisory Group, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and small business owners. They also work with clients at different stages in their financial journey, from young professionals just starting to plan for their future to retirees looking to preserve and transfer their wealth.
Fees & Compensation
The firm operates on a fee-only basis, which means they do not receive commissions from the products or services they recommend. This ensures that their recommendations are always in the best interest of their clients.
Background
The Scale Advisory Group, LLC was founded in 2005 by John Smith, a highly reputable and experienced financial advisor. He has assembled a team of talented advisors who share his passion for providing high-quality financial advice and exceptional service to clients. The firm continues to grow and expand its services, while always staying true to their commitment to put clients’ interests first.
Financial Advisor Disclosures to Know
The Scale Advisory Group, LLC operates with transparency and integrity, which is why they want clients to have all the necessary information to make informed decisions. They adhere to all regulatory requirements and disclose any potential conflicts of interest to clients.