How does the advisor help clients – Key Takeaways:
SCOTT & SELBER, INC. CAPITAL MANAGEMENT is a reputable financial management firm that provides expert guidance and services to its clients. It offers a wide range of financial services and caters to various types of clients. Here are some key takeaways on how their expert advisors help their clients:
- Develop customized financial plans based on each client’s goals and needs
- Offer investment recommendations and implement strategies to help their clients achieve financial success
- Provide ongoing support and monitoring to ensure financial plans remain on track and make necessary adjustments as needed
- Act as a trusted financial guide for clients, providing valuable insights and advice for their financial decisions
Facts and Insights
Incorporated in 2001, SCOTT & SELBER, INC. CAPITAL MANAGEMENT has been in the financial management industry for over 20 years. Their team of experienced advisors have a collective experience of over 150 years, making them a reliable source for financial expertise and insights.
In addition to their years of experience, this firm prides itself on staying up-to-date with current market trends and continuously researching new investment strategies to provide the best possible service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $1 billion+ | 10+ |
Financial Services Offered
With their extensive experience and expertise, SCOTT & SELBER, INC. CAPITAL MANAGEMENT offers a comprehensive range of financial services to cater to their clients’ diverse needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
Client Types
SCOTT & SELBER, INC. CAPITAL MANAGEMENT serves a wide range of clients, including individuals, families, and businesses. Their clients come from various industries and backgrounds, and their advisors tailor their services to meet the unique needs of each client.
Fees & Compensation
SCOTT & SELBER, INC. CAPITAL MANAGEMENT adheres to a fee-based compensation structure, meaning their clients pay a fee for the services provided by their advisors. This fee is based on the assets under management, ensuring that their advisors’ interests are aligned with their clients’ financial success.
In addition to their fees, the firm may also receive compensation from product partners, such as mutual fund companies, for recommending their products to clients. However, this compensation does not affect the impartiality of their recommendations, as they prioritize their clients’ best interests above all.
Background
Founded by Jane Scott and Mark Selber, SCOTT & SELBER, INC. CAPITAL MANAGEMENT has grown to become a respected and trusted financial management firm. Their team of over 10 advisors is dedicated to helping their clients achieve their financial goals and provides personalized and transparent services to build long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
As a reputable financial management firm, SCOTT & SELBER, INC. CAPITAL MANAGEMENT prioritizes transparency and upholds high ethical standards. As such, potential clients should be aware of the following disclosures:
- Registered with the Securities and Exchange Commission (SEC)
- Subject to fiduciary duty, meaning they are legally required to act in the best interests of their clients
- No record of disciplinary actions by regulatory bodies
- No criminal offenses or bankruptcy filings
In conclusion, SCOTT & SELBER, INC. CAPITAL MANAGEMENT is an expert financial management firm that offers a wide range of services to help their clients achieve financial success. With their years of experience, dedication to personalized services, and commitment to transparency, their team of advisors is a valuable resource for all your financial needs.