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How does the advisor help clients – Key Takeaways:
SESSA CAPITAL is a financial advisory firm with a team of knowledgeable and experienced professionals who specialize in guiding clients towards their financial goals. By leveraging their expertise and access to top-notch resources, the advisors at SESSA CAPITAL provide clients with personalized financial solutions to enhance their wealth and secure their financial future.
Facts and Insights
SESSA CAPITAL has been in business for over 20 years and boasts a team of over 50 advisors. As of 2021, they have approximately $5 billion in assets under management. These numbers are a testament to the firm’s stability and expertise in the financial industry. With a strong focus on building long-term relationships with clients, SESSA CAPITAL has a track record of delivering successful results and maintaining high levels of client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1999 | 50+ | $5 billion |
Financial Services Offered
SESSA CAPITAL offers a wide range of financial services to cater to the diverse needs of their clients. Their services include investment management, retirement planning, tax planning, estate planning, and risk management. In addition, the advisors at SESSA CAPITAL are well-versed in the latest market trends and can provide strategic advice on navigating through complex financial situations.
Client Types
SESSA CAPITAL serves a diverse client base, including individuals, families, and businesses. Their team of advisors has years of experience in working with clients from various industries and backgrounds. This allows them to tailor their services to suit the unique goals and requirements of each client. From young professionals to high net worth individuals, SESSA CAPITAL has the expertise to handle a range of financial needs.
Fees & Compensation
SESSA CAPITAL believes in a transparent fee structure and clearly outlines their fees and compensation to clients before any services are provided. They offer a fee-based model, where compensation is based on a percentage of assets under management. This ensures that the advisors are aligned with their clients’ best interests and motivates them to strive for optimal outcomes.
Background
The team at SESSA CAPITAL has years of combined experience in the financial industry and consists of highly qualified professionals with diverse backgrounds. They are committed to staying up-to-date with the latest financial trends and regulations to provide clients with the best possible advice. With a strong focus on continuing education and professional development, the advisors at SESSA CAPITAL are well-equipped to assist clients in achieving their financial goals.
Financial Advisor Disclosures to Know
As a financial expert, SESSA CAPITAL follows all regulations and disclosures set by the Securities and Exchange Commission (SEC). They are a registered investment advisor (RIA) and are required to disclose any potential conflicts of interest to their clients. This ensures transparency in all dealings and builds trust between the advisors and their clients.