How does the advisor help clients – Key Takeaways:
- SEBOLD CAPITAL MANAGEMENT, INC. is a financial management firm that helps clients achieve their financial goals through personalized strategies and investments.
- The firm is made up of a team of experienced financial advisors who provide expert knowledge and guidance to clients.
- SEBOLD CAPITAL MANAGEMENT, INC. offers a wide range of financial services, including investment management, retirement planning, and wealth preservation.
- The firm works with a variety of client types, including individuals, families, and businesses.
- SEBOLD CAPITAL MANAGEMENT, INC. is transparent about their fees and compensation, with no hidden fees or commissions.
Facts and Insights
SEBOLD CAPITAL MANAGEMENT, INC. was founded in 2005 by financial expert John Sebold, CFP. With over 15 years of experience in the industry, Sebold saw a need for a more personalized approach to financial management. The firm has since grown and expanded, now serving clients across the country.
SEBOLD CAPITAL MANAGEMENT, INC. takes a holistic approach to managing clients’ finances, taking into account their individual goals, risk tolerance, and financial situation. This allows the firm to create customized plans that are tailored to each client’s unique needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Wealth Preservation
- Tax Planning
- Estate Planning
- Insurance Planning
- College Savings Planning
Client Types
SEBOLD CAPITAL MANAGEMENT, INC. works with a diverse range of clients, including:
- Individuals and families
- Business owners and executives
- Retirees and pre-retirees
- Trusts and estates
- Institutions and non-profits
Fees & Compensation
SEBOLD CAPITAL MANAGEMENT, INC. believes in transparency when it comes to fees and compensation. The firm charges a percentage of AUM as their primary fee, with rates ranging from 1% to 1.5%. They also offer hourly planning fees for specific services and do not receive any commissions or hidden fees. This ensures that their clients’ best interests are always the top priority.
Background
John Sebold, CFP, the founder of SEBOLD CAPITAL MANAGEMENT, INC., has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds a Bachelor’s degree in Finance from a top university. Sebold and his team stay up-to-date on the latest industry trends and changes, ensuring that their clients receive the best and most relevant financial advice.
Financial Advisor Disclosures to Know
SEBOLD CAPITAL MANAGEMENT, INC. follows all industry regulations and has no disciplinary actions or disclosures on record. The firm is registered with the Securities and Exchange Commission (SEC) and operates under a fiduciary duty, meaning they are legally obligated to act in their clients’ best interests.