How does the advisor help clients – Key Takeaways:
In today’s complex financial landscape, individuals and businesses often seek the guidance of a financial expert to manage their wealth. One such trusted resource is Select Advisory Group Inc., a well-established firm dedicated to helping its clients achieve financial success through tailored solutions and attentive service.
Facts and Insights
Select Advisory Group Inc. was founded in 1999 and has since grown to become a leading financial advisory firm. With a team of experienced and knowledgeable advisors, the firm has successfully managed over $1 billion in assets.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 25 | 22 years |
The firm’s success is a result of its commitment to providing comprehensive financial services and building long-term relationships with its clients. Select Advisory Group Inc. understands that each client has unique financial needs and therefore, offers customized solutions to help them achieve their goals. This approach has garnered the firm a loyal client base and a reputation for excellence.
Financial Services Offered
Select Advisory Group Inc. offers a wide range of financial services to its clients. These include investment management, retirement planning, estate planning, tax planning, and business consulting. With their extensive knowledge and experience, the firm’s advisors are able to provide valuable insights and recommendations to help clients make informed decisions.
Client Types
The firm serves a diverse clientele including individuals, families, small businesses, and corporations. Select Advisory Group Inc. recognizes that each client has different financial goals and priorities, and therefore, tailors their services accordingly. Whether it’s planning for retirement, saving for a child’s education, or managing business finances, the firm is equipped to handle a variety of needs.
Fees & Compensation
Select Advisory Group Inc. charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with that of their clients. This fee structure helps minimize conflicts of interest and allows the firm to focus on providing the best possible advice to its clients. The firm fully discloses all fees and expenses to their clients, promoting transparency and trust.
Background
The advisors at Select Advisory Group Inc. have extensive backgrounds in finance and hold various certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This expertise, combined with their commitment to staying informed about the ever-changing financial landscape, enables the firm to provide top-notch service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Select Advisory Group Inc. is legally obligated to disclose any potential conflicts of interest or disciplinary actions taken against them. The firm takes these regulations seriously and maintains a clean record with no disciplinary actions or customer complaints.