About SELECT ADVISOR GROUP, INC.
Select Advisor Group, Inc. is a financial advising company that provides expert guidance and strategies to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they are able to offer a wide range of financial services to individuals and businesses.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and strategies
- Wide range of financial services offered
- Experienced and knowledgeable team of advisors
- Helping clients achieve their financial goals
Facts and Insights
Founded in 2005, Select Advisor Group, Inc. has been providing financial guidance and services to clients for over 15 years. With a keen understanding of the ever-changing financial landscape, they are able to stay ahead of market trends and offer their clients the best solutions for their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 25 |
Financial Services Offered
- Investment planning and management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
Client Types
- Individuals
- Small businesses
- Non-profit organizations
- Corporate clients
Fees & Compensation
Select Advisor Group, Inc. operates on a fee-only basis, meaning their advisors do not earn commissions for selling financial products. This ensures that their recommendations are always in the best interest of their clients. Fees are based on a percentage of the client’s assets under management, providing a transparent and fair compensation structure.
Background
The team at Select Advisor Group, Inc. is comprised of highly experienced and educated financial professionals. They hold various industry licenses and certifications, including the Certified Financial Planner (CFP) designation. This demonstrates their commitment to upholding the highest ethical standards and providing clients with expert financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Select Advisor Group, Inc. is required to disclose any potential conflicts of interest to their clients. They strive to maintain a strong and transparent relationship with their clients, and are committed to always acting in their best interest. Any disclosures can be found in the firm’s Form ADV, which is publicly available.