How does the advisor help clients – Key Takeaways:
SELLECK FINANCIAL GROUP prides itself on its expertise and knowledge in the financial industry. With a highly qualified team of advisors, they are able to provide a wide range of financial services to their clients. Their main goal is to help clients achieve their financial goals and plan for a secure future.
Facts and Insights
Founded in 1992, SELLECK FINANCIAL GROUP has been in business for over 28 years. During that time, they have established themselves as a top financial advisory firm, helping their clients navigate through various market cycles. They currently have over $500 million in assets under management and a team of 20 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 28 years |
Financial Services Offered
SELLECK FINANCIAL GROUP offers a comprehensive range of financial services to their clients. They provide personalized investment management, retirement planning, estate planning, tax planning, and insurance solutions. Their team of advisors work closely with each client to create a customized financial plan that aligns with their individual needs and goals.
Client Types
SELLECK FINANCIAL GROUP caters to a diverse range of clients, including high net worth individuals, business owners, retirees, and young professionals. They have the expertise to handle complex financial situations and have a deep understanding of the unique challenges and opportunities that each client may face.
Fees & Compensation
SELLECK FINANCIAL GROUP operates on a fee-based compensation model, meaning they are not tied to any specific products or services. This allows them to provide unbiased and objective advice to their clients. Their fees are based on a percentage of assets under management, giving them an incentive to grow their clients’ portfolios.
Background
SELLECK FINANCIAL GROUP was founded by John Selleck, a seasoned financial advisor with over 35 years of experience in the industry. He is a certified financial planner (CFP) and believes in continuous education and training for his team of advisors to stay up-to-date with industry trends and changes. With a strong focus on client relationships and a commitment to excellence, SELLECK FINANCIAL GROUP has become a trusted and respected name in the financial advisory world.
Financial Advisor Disclosures to Know
SELLECK FINANCIAL GROUP is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest, their fee structure, and any past disciplinary history. Clients can access this information on their website or by requesting it directly from their financial advisor.