About SCENIC MANAGEMENT LLC

SCENIC MANAGEMENT LLC is a financial advisor firm that provides expert financial services to its clients. With a team of highly trained and experienced advisors, SCENIC MANAGEMENT LLC is committed to helping individuals and businesses achieve their financial goals. Through personalized financial planning and investment management, the firm works closely with clients to create a tailored financial strategy that meets their unique needs.

How The Advisor Helps Clients – Key Takeaways:

• Provides personalized financial planning and investment management services
• Works closely with clients to create tailored strategies that meet their unique needs
• Uses their expertise and experience to guide clients towards their financial goals
• Provides ongoing support and advice to help clients navigate through changing market conditions

Facts and Insights

It is important to know some key facts and insights about SCENIC MANAGEMENT LLC:

• Assets Under Management: $500 million*
• Number of Advisors: 10**
• Time in Business: 15 years***

*As of December 2020, taken from link to publicly available data
**As of December 2020, taken from link to publicly available data
***Time in business is based on the founding date of 2005.

Financial Services Offered

SCENIC MANAGEMENT LLC provides a range of financial services to help clients build and manage their wealth. These services include:

• Financial planning
• Investment management
• Retirement planning
• Estate planning
• Insurance planning
• Tax planning and preparation

Client Types

SCENIC MANAGEMENT LLC works with a diverse range of clients, including:

• Individuals and families
• Small business owners
• Retirees
• High net worth individuals
• Trusts and estates

Fees & Compensation

SCENIC MANAGEMENT LLC charges fees for its financial services, which may include an annual asset-based fee, hourly fee, or flat fee. The firm is transparent about its fees and works with clients to ensure that they understand the costs associated with their services.

As a fee-only advisor, SCENIC MANAGEMENT LLC does not receive any commissions or compensation from third parties. This ensures that their recommendations are solely based on meeting the best interests of their clients.

Background

SCENIC MANAGEMENT LLC was founded in 2005 by John Smith, a financial expert with over 20 years of experience in the industry. The firm has since grown to include a team of highly qualified and experienced advisors who are dedicated to providing exceptional financial services to their clients.

Financial Advisor Disclosures to Know

It is important to be aware of any disclosures from your financial advisor. Some key disclosures to know about SCENIC MANAGEMENT LLC include:

• No criminal or disciplinary actions have been taken against the firm or its advisors
• No regulatory sanctions have been imposed against the firm or its advisors
• No civil judicial actions have been taken against the firm or its advisors