How does the advisor help clients – Key Takeaways:
SCHERER FINANCIAL ADVISORY SERVICES, LLC is a reputable financial advising firm that helps clients achieve their financial goals and maximize their wealth. With a team of experienced financial experts, they provide a wide range of services and strategies to help individuals and businesses manage their finances effectively.
Some key takeaways on how the advisor helps clients include:
- Providing personalized financial advice and guidance tailored to the specific needs and goals of each client
- Offering a wide range of financial services to help clients build and preserve their wealth
- Leveraging their expertise and resources to help clients make informed financial decisions
- Continuously monitoring and adjusting strategies to ensure clients remain on track to meet their financial goals
Facts and Insights
Founded in 2005, SCHERER FINANCIAL ADVISORY SERVICES, LLC has been in business for over 15 years, helping individuals and businesses manage their finances and achieve their financial goals. With a team of over 10 advisors and over $500 million in assets under management, the firm has a strong track record of providing effective financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10+ |
Financial Services Offered
SCHERER FINANCIAL ADVISORY SERVICES, LLC offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning and management
- Estate planning
- Insurance planning
- Debt management
Client Types
The firm works with a diverse range of clients, including individuals, families, and businesses. They serve clients of all ages, income levels, and financial goals, providing tailored financial solutions to meet their specific needs.
Fees & Compensation
SCHERER FINANCIAL ADVISORY SERVICES, LLC charges its clients based on a fee-only structure. This means that they are compensated solely by the fees paid by their clients, rather than earning commissions or other types of compensation. This fee-only structure ensures that the firm’s advisors have no conflicts of interest and are solely focused on providing the best financial advice for their clients.
Background
The founder of SCHERER FINANCIAL ADVISORY SERVICES, LLC, John Scherer, has over 25 years of experience in the financial industry. He holds a degree in Accounting and Finance and is a Certified Investment Management Analyst (CIMA). Along with his team of experienced advisors, he has a strong commitment to helping clients achieve their financial goals and build long-term wealth.
Financial Advisor Disclosures to Know
As a registered investment advisor, SCHERER FINANCIAL ADVISORY SERVICES, LLC is required to disclose any potential conflicts of interest to their clients. These disclosures may include any affiliations with other companies, a breakdown of fees, and any specific investment strategies or recommendations. The firm takes these disclosures seriously and ensures that all clients are fully informed and knowledgeable about their services and fees.