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How does the advisor help clients – Key Takeaways:
SEDONA ASSET MANAGEMENT SERVICES, LLC is committed to helping their clients achieve their financial goals. They offer a range of financial services and cater to a variety of client types. Their dedicated team of financial experts utilizes their expertise and experience to provide personalized advice and guidance to clients.
The following are key takeaways on how SEDONA ASSET MANAGEMENT SERVICES, LLC helps their clients:
- Provides personalized financial advice and guidance based on individual goals and needs
- Offers a range of financial services, including investment management and financial planning
- Utilizes a team approach to provide the best solutions for clients
- Fosters long-term relationships with clients to continuously review and adjust financial strategies
Facts and Insights
Get to know more about SEDONA ASSET MANAGEMENT SERVICES, LLC with the following facts and insights:
- Founded in 2010
- Headquartered in New York, NY
- Over $500 million in assets under management (AUM)
- Over 100 advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2015 | $300 million | 70 |
| 2016 | $400 million | 80 |
| 2017 | $500 million | 100 |
Financial Services Offered
SEDONA ASSET MANAGEMENT SERVICES, LLC offers a range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
SEDONA ASSET MANAGEMENT SERVICES, LLC caters to a variety of client types, including:
- Individuals
- High-net-worth individuals
- Families
- Trusts and estates
- Corporate executives
- Business owners
- Retirees
- Institutions
Fees & Compensation
SEDONA ASSET MANAGEMENT SERVICES, LLC believes in transparent and fair pricing for their services. They charge a percentage of the assets under management as their annual fee, with rates varying based on the complexity of the client’s portfolio.
Background
SEDONA ASSET MANAGEMENT SERVICES, LLC was founded in 2010 by a team of experienced financial advisors who shared a common vision of providing personalized and holistic financial services to clients. Their team consists of over 100 advisors with diverse backgrounds and expertise, allowing them to offer comprehensive solutions to clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest and disclosures from their financial advisors. SEDONA ASSET MANAGEMENT SERVICES, LLC discloses the following to their clients:
- Act as a fiduciary when providing financial advice and placing clients’ interests above their own
- Receive compensation from fees and other sources for their services
- May recommend products and services from affiliated companies
- May receive commissions or other forms of compensation for the sale of certain products
- Do not have any legal or disciplinary actions against them