How does the advisor help clients – Key Takeaways:
Sellwood Consulting LLC is dedicated to helping its clients achieve their financial goals by providing expert financial advice and guidance. Their team of financial advisors offers personalized solutions to individuals, families, and businesses, utilizing their extensive experience and knowledge to help clients make sound financial decisions.
Their approach is based on building strong relationships with their clients, understanding their unique needs and objectives, and providing customized solutions that align with their long-term goals. Sellwood Consulting LLC strives to educate and empower their clients so they can make informed decisions about their finances.
Facts and Insights
Here are some facts and insights about Sellwood Consulting LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 10 years |
Financial Services Offered
Sellwood Consulting LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Wealth management
Client Types
Sellwood Consulting LLC works with a diverse group of clients, including:
- Individuals and families
- Business owners
- High net worth individuals
- Corporate executives
- Non-profit organizations
Fees & Compensation
Sellwood Consulting LLC operates on a fee-only basis, which means they are compensated solely by the fees paid by their clients. 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 they do not charge commissions or receive any third-party compensation. This fee structure is transparent and allows clients to know exactly what they are paying for the services they receive.
Background
Sellwood Consulting LLC was founded in 2018 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City and has a team of 8 financial advisors who are committed to providing the best financial advice and guidance to their clients.
Their team is continuously learning and staying updated on the latest financial trends and strategies to provide their clients with the most effective solutions for their financial needs.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. Here are some important disclosures to note about Sellwood Consulting LLC:
- Sellwood Consulting LLC acts as a fiduciary, meaning they are legally obligated to act in their clients’ best interests at all times.
- The firm has a clean record with no disciplinary actions or sanctions.
- Sellwood Consulting LLC does not have any affiliations or partnerships that could potentially create a conflict of interest.