s
SETARCOS WEALTH ADVISORS LLC: Offering Expert Financial Guidance Without Saying It
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers strategic portfolio construction and asset allocation strategies
- Focuses on long-term wealth building and risk management
- Tailors services to meet the specific needs and goals of each client
Facts and Insights:
SETARCOS WEALTH ADVISORS LLC is a highly reputable financial management firm that helps clients achieve their financial goals by providing expert guidance and strategic planning. With a team of experienced and knowledgeable advisors, the firm has a proven track record of helping clients build wealth and secure a stable financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Financial planning and goal setting
- Retirement planning and income distribution
- Tax planning and management
- Estate planning
- Portfolio construction and management
- Asset allocation strategies
- Risk management and mitigation
- Education planning and funding
Client Types:
- High-net-worth individuals
- Retirees
- Families
- Business owners
- Executives
- Professional athletes
- Non-profit organizations
- Trusts and foundations
Fees & Compensation:
SETARCOS WEALTH ADVISORS LLC charges a fee based on a percentage of assets under management. This fee structure aligns the advisor’s interests with the client’s, as the more the client’s assets grow, the more the advisor is compensated. Fees may vary depending on the complexity of the client’s financial needs and investments.
Background:
Founded in 2006, SETARCOS WEALTH ADVISORS LLC has been providing expert financial guidance for over 15 years. The firm is based in New York and has a team of highly qualified and experienced advisors who are committed to helping clients achieve their financial goals and build long-term wealth.
Financial Advisor Disclosures to Know:
SETARCOS WEALTH ADVISORS LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm is required to act as a fiduciary, which means they are legally obligated to always act in the best interests of their clients. Additionally, the firm has a clean regulatory record with no disciplinary actions or sanctions on file.