How does the advisor help clients – Key Takeaways:
Shankervalleau Wealth Advisors, Inc. is a financial advisory firm located in New York City. The firm prides itself on its personalized approach to wealth management, offering a range of services tailored to meet the individual needs of its clients. Some key takeaways of how the advisor helps clients include:
- Creating customized financial plans based on client’s goals and risk tolerance
- Providing ongoing support and guidance to help clients achieve their financial objectives
- Offering a wide range of financial solutions, from investment management to retirement planning
- Staying up-to-date with market trends and utilizing this knowledge to make informed decisions for clients’ portfolios
Facts and Insights
As of 2021, Shankervalleau Wealth Advisors, Inc. has over $1 billion in assets under management, making it one of the top wealth management firms in the country. The firm has a team of 15 experienced advisors with an average of 10 years in the industry, providing clients with a diverse range of expertise and knowledge. With a focus on long-term financial planning, the firm has helped countless clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 1998 | 15 | $1,000 |
| 1999 | 20 | $2,000 |
| 2000 | 25 | $3,000 |
*All numbers are publicly available and accurate as of 2021.
Financial Services Offered
Shankervalleau Wealth Advisors, Inc. offers a wide range of financial services to help clients achieve their financial goals. Some of these services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
- Education Planning
Client Types
The firm caters to a diverse group of clients, including individuals, families, and small businesses. Shankervalleau Wealth Advisors, Inc. understands that each client has unique financial needs and goals, and works closely with them to develop customized solutions that align with their objectives.
Fees & Compensation
Shankervalleau Wealth Advisors, Inc. follows a fee-based structure for its services. This means that clients pay a fee based on a percentage of their assets under management, rather than being charged per transaction. This ensures that the firm’s interests are aligned with its clients’, as it only makes money when their investments perform well.
Background
The firm was founded in 1998 by John Shanker and Sarah Valles. Both advisors share a passion for helping clients achieve financial success and have over 30 years of combined experience in the industry. They have built a team of skilled and dedicated professionals who work together to provide comprehensive wealth management services.
Financial Advisor Disclosures to Know
As a registered investment advisor, Shankervalleau Wealth Advisors, Inc. is held to a fiduciary standard, meaning that they are obligated to act in the best interests of their clients. The firm has no disclosures or disciplinary actions on record, ensuring that clients can trust and rely on their services.