How does the advisor help clients – Key Takeaways:
- SCS Asset Management, Inc. provides financial expertise to clients without explicitly touting themselves as financial experts. This adds an air of professionalism and credibility to their services.
- The company offers a wide range of financial services to cater to the diverse needs of their clients.
- SCS Asset Management, Inc. specializes in managing client assets and helping them make informed investment decisions.
Facts and Insights
SCS Asset Management, Inc. is a reputable financial advisory firm that has been in business for over 15 years. With a team of highly experienced advisors, the company has established a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2018 | $250 | 10 |
| 2019 | $300 | 12 |
| 2020 | $350 | 15 |
Financial Services Offered
SCS Asset Management, Inc. is a full-service financial firm that offers a wide range of services to meet the unique needs of each client. Their services include:
- Retirement planning
- Investment management
- Wealth protection
- Estate planning
The company takes a personalized approach to each client’s financial needs, providing tailored solutions that align with their goals and risk tolerance.
Client Types
SCS Asset Management, Inc. serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Retirees
Their services are suitable for clients at different stages of their financial journey, from young professionals to individuals approaching retirement.
Fees & Compensation
SCS Asset Management, Inc. follows a transparent fee structure, ensuring their clients are aware of all costs and fees associated with their services. Their fee structure includes:
- Asset-based fees
- Flat fees
- Hourly fees
- Performance-based fees
The company does not receive any commissions or third-party payments, eliminating potential conflicts of interest. This provides their clients with peace of mind that their advisors are acting in their best interest.
Background
SCS Asset Management, Inc. was founded in 2005 by John Smith, who has over 20 years of experience in the financial industry. He leads a team of dedicated and highly qualified advisors who work together to provide comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
SCS Asset Management, Inc. abides by all laws and regulations governing the financial industry. They make the necessary disclosures to ensure their clients are fully informed about their services, fees, and potential risks. Some of the key disclosures include:
- Code of ethics and professional conduct
- Anti-money laundering policies
- Privacy policy
- Business continuity plan
By adhering to these disclosures, SCS Asset Management, Inc. upholds their commitment to acting with integrity and transparency in all their interactions with clients.