How does the advisor help clients – Key Takeaways:
Servant Financial, Ltd. provides comprehensive financial services to individual and business clients. They strive to develop and maintain long-term relationships with their clients, serving as a trusted advisor and resource for all of their financial needs.
Facts and Insights:
- Servant Financial, Ltd. was founded in 1995 and is based in New York City.
- The firm has over $500 million in assets under management.
- They have a team of 10 experienced and highly qualified financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1995 | 10 | $500 million |
Financial Services Offered:
Servant Financial, Ltd. offers a wide range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Risk management and insurance
- Retirement planning
Client Types:
The firm serves a variety of clients, including:
- Individuals
- Baby boomers approaching retirement
- Small business owners
- Families
- Non-profit organizations
- High net worth individuals
Fees & Compensation:
Servant Financial, Ltd. operates on a fee-only basis, meaning they do not receive commissions or fees from the sale of financial products. Their fees are based on a percentage of assets under management and are outlined in a clear and transparent manner for their clients.
Background:
Servant Financial, Ltd. was founded on the principles of service, integrity, and expertise. They believe in putting their clients’ best interests first and providing them with personalized and objective financial advice. The team at Servant Financial, Ltd. has a combined experience of over 50 years in the financial industry, making them well-equipped to handle even the most complex financial situations.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Servant Financial, Ltd. is bound by strict fiduciary duties to act in the best interests of their clients. They have a legal and ethical responsibility to provide unbiased and objective advice and disclose any potential conflicts of interest. Additionally, they are required to provide full transparency regarding their fees and compensation.