How does the advisor help clients – Key Takeaways:
Sepulveda Management LLC is a well-established financial management company that focuses on helping clients achieve their financial goals. The team of experienced and knowledgeable advisors at Sepulveda Management LLC provide expert advice and financial solutions to individuals and businesses alike. By putting their clients’ needs first, they have become trusted financial partners for many.
Facts and Insights
Founded in 2005, Sepulveda Management LLC has over 15 years of experience in the financial industry. They have grown to become a reputable and reliable name in the field of financial management. As of 2021, they manage over $500 million in assets for their clients. Their expert advisors are committed to staying up-to-date with the market and industry trends, providing clients with valuable insights to make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
In addition to their impressive assets under management, Sepulveda Management LLC has a team of highly skilled and experienced advisors. With a client to advisor ratio of 50:1, they are able to provide personalized and dedicated attention to each client. This ensures that all of their clients receive top-notch financial advice.
Financial Services Offered
Sepulveda Management LLC offers a wide range of financial services to help their clients reach their financial goals. Their services include investment management, retirement planning, risk management, tax planning, estate planning, and more. They work closely with each client to create a personalized financial plan that aligns with their unique needs and goals.
Client Types
Sepulveda Management LLC serves a diverse range of clients including high-net-worth individuals, small business owners, corporations, and non-profit organizations. They take the time to understand each client’s specific needs and provide customized solutions that meet their financial objectives.
Fees & Compensation
Sepulveda Management LLC is transparent about their fees and compensation structure. They charge a percentage of assets under management as a management fee and may also charge fees for additional services such as financial planning. They do not receive commissions for the investments they recommend, ensuring that their clients’ best interests are always their top priority.
Background
Sepulveda Management LLC was founded by John Sepulveda, a highly experienced financial advisor with over 25 years of experience in the industry. He leads a team of dedicated and knowledgeable advisors who are committed to helping their clients achieve financial success. Their personalized approach and unwavering commitment to their clients have earned them a loyal client base and a stellar reputation in the industry.
Financial Advisor Disclosures to Know
Sepulveda Management LLC believes in transparency and compliance. As such, they abide by all industry regulations and disclosures required by the Securities and Exchange Commission (SEC). They are also committed to providing clients with clear and easy-to-understand information about their services, fees, and potential conflicts of interest.