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How does the advisor help clients – Key Takeaways:
SHALLER ASSOCIATES is a reputable financial advisory firm that has been assisting clients in achieving their financial goals for over 20 years. They offer a wide range of financial services tailored to individual needs and provide expert advice to their clients. In this article, we will explore the various ways in which SHALLER ASSOCIATES helps their clients and provide key insights into their background, assets under management, and fees.
Facts and Insights
SHALLER ASSOCIATES is dedicated to helping their clients make informed and sound financial decisions. They have a team of experienced and knowledgeable advisors who provide personalized services to meet the unique needs of each client. Here are some key insights about SHALLER ASSOCIATES:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
As you can see, SHALLER ASSOCIATES has a significant amount of assets under management, showcasing their experience and success in managing clients’ finances. With a team of 10 advisors, they are able to provide personalized attention and guidance to each client. And with over 20 years in business, they have a proven track record of helping clients achieve their financial goals.
Financial Services Offered
SHALLER ASSOCIATES offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
- Insurance and risk management
With such a wide range of services, SHALLER ASSOCIATES is able to provide holistic financial planning and ensure that their clients’ financial needs are met at every stage of life.
Client Types
SHALLER ASSOCIATES serves a diverse range of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and tailor their services accordingly. They also have experience in working with high net worth clients and providing specialized services to meet their needs.
Fees & Compensation
SHALLER ASSOCIATES is a fee-only financial advisory firm. This means that they are only compensated through fees paid by their clients and do not receive commissions from selling financial products. This fee structure ensures that their advice is solely in the best interest of their clients and not influenced by outside incentives.
Background
SHALLER ASSOCIATES was founded by John Shaller, who brings over 30 years of experience in the financial industry. He has a team of highly qualified and experienced advisors who are committed to providing top-notch services to their clients. The firm is registered with the Securities and Exchange Commission (SEC) and is held to high standards of fiduciary duty.
Financial Advisor Disclosures to Know
Before hiring a financial advisor, it is essential to understand their background and any potential conflicts of interest. SHALLER ASSOCIATES provides full disclosure of any potential conflicts and is transparent about their fees and services. They are also dedicated to upholding ethical standards and complying with all regulatory requirements.
In conclusion, SHALLER ASSOCIATES is a reputable financial advisory firm that offers comprehensive services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to transparency and ethical standards, clients can trust in their expertise and guidance.