How does the advisor help clients – Key Takeaways:
SCOFIELD & COMPANY, LLC is a trusted financial advisory firm that provides expert guidance to clients. Through personalized and comprehensive financial planning, they assist clients in achieving their short and long-term goals. With a team of experienced and knowledgeable advisors, SCOFIELD & COMPANY, LLC helps clients navigate the complex financial landscape and make confident decisions regarding their finances.
Facts and Insights
SCOFIELD & COMPANY, LLC was founded in 1995 with the goal of providing reliable and top-quality financial advice to individuals and businesses. Over the years, the firm has established a solid reputation for its expertise and commitment to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available numbers, SCOFIELD & COMPANY, LLC has over $1 billion in assets under management. The firm also has a team of 15 advisors who have a collective experience of over 200 years in the financial industry.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $1 billion+ | 15 |
Financial Services Offered
SCOFIELD & COMPANY, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The advisors at the firm work closely with clients to understand their unique financial goals and develop customized strategies to help achieve them.
Client Types
SCOFIELD & COMPANY, LLC serves a diverse clientele, including high-net-worth individuals, families, and businesses. The firm’s advisors have the expertise and knowledge to cater to the unique financial needs of each client, providing them with tailored solutions and personalized guidance.
Fees & Compensation
SCOFIELD & COMPANY, LLC operates on a fee-only basis, meaning they do not receive any commission for financial products or services they recommend. This fee structure ensures that the advisors’ interests are aligned with those of their clients, as they only earn when the clients’ portfolios perform well. The firm’s fees are transparent and discussed upfront with clients before any engagement.
Background
SCOFIELD & COMPANY, LLC is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor and is also a member of the Financial Industry Regulatory Authority (FINRA). This makes them subject to strict regulations, ensuring that they always act in the best interest of their clients.
Financial Advisor Disclosures to Know
As a fiduciary, SCOFIELD & COMPANY, LLC is committed to full transparency and providing its clients with all necessary information to make informed decisions. The firm has a clean disciplinary record, with no regulatory actions or disciplinary events reported in the past 10 years.