How does the Advisor Help Clients – Key Takeaways:
SEIZERT CAPITAL PARTNERS is a trusted financial firm that offers expert financial services to clients of all ages and backgrounds. With their extensive experience and knowledge in the industry, they are able to assist clients in reaching their financial goals and creating a sustainable financial future. Some key takeaways from working with SEIZERT CAPITAL PARTNERS include:
- Expert financial advice and guidance
- Customized financial plans tailored to individual needs
- Educational resources and tools for long-term financial success
- Ongoing support and communication with clients
Facts and Insights
SEIZERT CAPITAL PARTNERS has been in business for over 20 years, providing trusted financial services to clients. They have a team of highly skilled advisors with a combined total of over 50 years of experience in the financial industry. This experience allows them to have a deep understanding of the market and provide valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20+ years |
Financial Services Offered
SEIZERT CAPITAL PARTNERS offers a wide range of financial services to help clients achieve their goals. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
SEIZERT CAPITAL PARTNERS works with a diverse group of clients, including:
- Individuals
- Families
- Business owners
They understand that each client has unique financial needs and they tailor their services to fit the specific needs of each client.
Fees & Compensation
SEIZERT CAPITAL PARTNERS is a fee-only financial firm, meaning they do not receive commissions or kickbacks for recommending certain products or services. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management and are transparently disclosed to clients.
Background
SEIZERT CAPITAL PARTNERS was founded in 1999 by John Seizert, an experienced financial advisor with a passion for helping individuals and families achieve their financial goals. Over the years, the firm has grown to include a team of skilled advisors who share the same values and commitment to their clients’ financial success.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s important to be aware of any potential conflicts of interest or disclosures. Some disclosures to be aware of when working with SEIZERT CAPITAL PARTNERS include:
- They may have a potential conflict of interest when recommending certain investment products
- They may receive compensation for referring clients to certain insurance or investment products
- Some advisors may have outside business activities, which could potentially affect their recommendations