How does the advisor help clients – Key Takeaways:
SEILER & ASSOCIATES, LLC provides a range of financial services to help clients achieve their financial goals. The firm focuses on building long-term relationships with its clients and provides personalized solutions to meet their unique needs.
Facts and Insights
SEILER & ASSOCIATES, LLC was founded in 1999 and has been in business for over 20 years. As of 2020, the firm has $500 million in assets under management and employs 10 advisors to serve its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered
SEILER & ASSOCIATES, LLC offers a wide range of financial services including investment management, retirement planning, tax planning, estate planning, and insurance services. The firm specializes in creating customized portfolios for each client based on their risk tolerance, goals, and time horizon.
Client Types
SEILER & ASSOCIATES, LLC works with a diverse range of clients including high-net-worth individuals, families, and small business owners. The firm also serves institutional clients such as foundations and endowments.
Fees & Compensation
SEILER & ASSOCIATES, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients. The firm does not receive any commissions or third-party compensation, allowing for unbiased advice.
Background
SEILER & ASSOCIATES, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). The firm is also a member of the Financial Industry Regulatory Authority (FINRA), the leading self-regulatory organization for broker-dealers in the United States.
Financial Advisor Disclosures to Know
As a fiduciary, SEILER & ASSOCIATES, LLC is committed to acting in the best interests of its clients. The firm has a strict code of ethics and discloses all potential conflicts of interest to clients. The firm also has a clean record with no disciplinary actions or regulatory sanctions.