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How does the advisor help clients – Key Takeaways:
In addition to being a leading financial services firm, SEGALL BRYANT & HAMILL offers comprehensive financial guidance and expertise to its clients. From individuals to institutions, the firm prides itself on providing personalized services suited to each client’s unique needs and goals.
Some of the key takeaways include:
- Expertise in financial management and planning
- Personalized services tailored to clients’ needs
- Assistance in setting and achieving long-term financial goals
- Experience working with a diverse range of clients
- A holistic approach to financial planning, taking into account all aspects of a client’s financial situation
Facts and Insights
As an established financial firm, SEGALL BRYANT & HAMILL has a long-standing reputation for providing quality services and sound financial advice. Here are some facts and insights that showcase the firm’s success:
- Assets under management: $20 billion
- Number of advisors: 70+
- Time in business: Over 30 years
Financial Services Offered
SEGALL BRYANT & HAMILL offers a wide range of financial services to its clients. These services include:
- Investment management
- Wealth planning and investment consulting
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- High net worth individuals
- Businesses
- Non-profit organizations
- Institutions
Fees & Compensation
SEGALL BRYANT & HAMILL provides transparent pricing and compensation information to its clients. The firm charges fees based on a percentage of assets under management, and clients can expect to pay between 0.25% to 1.25% of their assets on average. The firm may also receive compensation from third-party providers, which is fully disclosed to clients.
Background
Founded in 1974, SEGALL BRYANT & HAMILL is a leading investment firm with a focus on delivering outstanding results for its clients. The firm has established itself as a trusted advisor and partner to clients seeking expert financial guidance and management.
Financial Advisor Disclosures to Know
Some important disclosures to keep in mind when working with SEGALL BRYANT & HAMILL include:
- The firm may receive compensation from third-party providers
- Firm advisors may have relationships with other financial institutions
- There may be potential conflicts of interest between the firm and its clients