SC&H FINANCIAL ADVISORS, INC.
How does the advisor help clients – Key Takeaways:
SC&H Financial Advisors, Inc. is a reputable financial services firm that provides expert advice to its clients. They offer a wide range of services and cater to various types of clients. This article will highlight the key takeaways of how the advisor helps its clients.
Facts and Insights
SC&H Financial Advisors, Inc. has been in business for over 25 years, providing top-notch financial services to their clients. They have a team of experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals. The firm has gained a reputation for their exceptional customer service and personalized financial plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 25+ years |
Financial Services Offered
SC&H Financial Advisors, Inc. offers a comprehensive range of financial services to meet the unique needs of each client. Some of their services include wealth management, retirement planning, tax planning, and estate planning. They also specialize in business consulting and can help clients with mergers and acquisitions, valuations, and financial reporting.
Client Types
SC&H Financial Advisors, Inc. serves a diverse range of clients, including individuals, families, business owners, and corporations. Their team of advisors has the expertise to cater to the specific needs of each client and help them achieve their financial goals.
Fees & Compensation
SC&H Financial Advisors, Inc. charges a fee based on a percentage of assets under management. This fee structure ensures that the advisor’s interests align with those of the clients. The firm is transparent about their fees and offers a breakdown of the costs of their services.
Background
SC&H Financial Advisors, Inc. was founded in 1995 and has grown to become one of the leading financial advisory firms in the country. The firm is headquartered in Maryland, with multiple offices across the United States. Their team of advisors has diverse backgrounds and expertise, providing clients with a well-rounded approach to financial planning.
Financial Advisor Disclosures to Know
SC&H Financial Advisors, Inc. is a fiduciary, meaning they are legally obligated to act in the best interests of their clients. They have no conflicts of interest and do not earn commissions from selling financial products. The firm also maintains a clean record with no disciplinary actions or sanctions from regulatory bodies.