How does the advisor help clients – Key Takeaways:
SENNETT INVESTMENT COUNSELING, INC. is a leading financial advisory firm that specializes in providing personalized and comprehensive investment counseling services to clients across the United States. With a team of highly experienced and knowledgeable advisors, SENNETT is able to help clients achieve their financial goals and secure their financial future.
Some key takeaways about how SENNETT helps its clients include:
- Providing personalized and tailored investment strategies based on each client’s unique financial situation and goals
- Offering a wide range of financial services, including investment management, retirement planning, and estate planning
- Taking a holistic approach to financial planning, considering all aspects of a client’s finances to create a comprehensive and effective plan
- Using in-depth research and analysis to make informed investment decisions on behalf of clients
- Providing ongoing support and guidance to help clients stay on track and make adjustments as needed
Facts and Insights
As one of the oldest and most respected investment counseling firms in the country, SENNETT INVESTMENT COUNSELING, INC. has a wealth of experience and insights to offer its clients. Some important facts and insights about the firm include:
- Founded in 1977 by John Sennett Jr., who still serves as President and CEO
- Has over 50 advisors on staff with a combined experience of more than 500 years in the financial industry
- Provides services to over 5,000 clients across all 50 states
- Manages more than $5 billion in assets for its clients
- Uses a team-based approach to ensure clients receive the best possible advice and support
- Remains an independent firm, free from conflicts of interest and able to act in the best interest of clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | Over 50 | 44 years |
Financial Services Offered
SENNETT INVESTMENT COUNSELING, INC. offers a wide range of financial services to help clients reach their goals and achieve financial security. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- College Savings Planning
- Insurance Planning
- Social Security Planning
Client Types
SENNETT INVESTMENT COUNSELING, INC. serves clients from all walks of life, and is able to provide customized services to meet the unique needs of each individual and family. Some common client types include:
- High net worth individuals
- Retirees and pre-retirees
- Business owners
- Families and multi-generational households
- Institutions and non-profit organizations
Fees & Compensation
SENNETT INVESTMENT COUNSELING, INC. is a fee-only firm, meaning it does not earn commissions or incentives for recommending certain investments. The firm charges a percentage of assets under management as its fee, with rates varying based on the size of the portfolio. This fee structure aligns the firm’s interests with those of its clients, as the firm only benefits when the client’s investments grow in value.
In addition to its asset management fees, SENNETT may also charge for certain financial planning services on an hourly or one-time basis. However, the firm strives to be transparent with all fees and will never surprise clients with hidden or unexpected charges.
Background
Founded in 1977 by John Sennett Jr., SENNETT INVESTMENT COUNSELING, INC. has a long history of providing quality investment counseling services to clients across the United States. The firm is headquartered in Washington, DC, and also has offices in San Francisco and NY. The firm