How does SEATON FINANCIAL ADVISORS, LLC help clients – Key Takeaways:
SEATON FINANCIAL ADVISORS, LLC provides comprehensive financial planning and investment management services to its clients. With decades of combined experience in the financial industry, their team of experts offers personalized solutions to help clients achieve their financial goals and secure their future.
Facts and Insights
SEATON FINANCIAL ADVISORS, LLC was founded in 2005 and is headquartered in New York City. The firm manages over $500 million in assets under management (AUM) and has a team of 10 highly qualified financial advisors and planners.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
SEATON FINANCIAL ADVISORS, LLC serves a diverse range of clients, including high net worth individuals, families, and small business owners. They also work with corporate clients, offering retirement plans and other financial services to their employees. The firm strives to build long-term relationships with their clients, helping them at every stage of their financial journey.
Fees & Compensation
SEATON FINANCIAL ADVISORS, LLC operates on a fee-only basis, meaning they do not receive commissions or fees from third parties for recommending specific products or services. Instead, they charge a percentage of AUM, which incentivizes the firm to grow their clients’ portfolios and aligns their interests with those of their clients.
Background
The team at SEATON FINANCIAL ADVISORS, LLC is made up of experienced financial professionals, including certified financial planners (CFPs), chartered financial analysts (CFAs), and certified public accountants (CPAs). They have a thorough understanding of the financial markets and use a disciplined approach to investing, based on their clients’ risk tolerance and financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, SEATON FINANCIAL ADVISORS, LLC is regulated by the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in their clients’ best interests and must disclose any potential conflicts of interest. The firm has a clean record, with no disciplinary actions or regulatory sanctions.