How does the advisor help clients – Key Takeaways:
SHARP CIRCLE CONSULTING, LLC is a leading financial consulting firm that provides expert advisory services to individuals and businesses alike. With a team of experienced professionals, SHARP CIRCLE CONSULTING, LLC is dedicated to helping clients achieve their financial goals through personalized and comprehensive strategies.
Facts and Insights
Here are some key facts and insights about SHARP CIRCLE CONSULTING, LLC:
- Founded in 2005, SHARP CIRCLE CONSULTING, LLC has been in business for over 15 years.
- The firm currently has over $50 million in assets under management.
- SHARP CIRCLE CONSULTING, LLC is comprised of a team of 10 knowledgeable advisors.
These numbers not only speak to the success and growth of the firm, but they also demonstrate the trust and satisfaction of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 10 |
Financial Services Offered
SHARP CIRCLE CONSULTING, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
The firm’s holistic approach to financial planning allows clients to have a comprehensive understanding of their financial situation and make informed decisions for their future.
Client Types
SHARP CIRCLE CONSULTING, LLC serves a variety of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
The firm’s experience and expertise in working with diverse clients enables them to provide tailored solutions that align with their clients’ unique goals and needs.
Fees & Compensation
SHARP CIRCLE CONSULTING, LLC operates on a fee-only basis, meaning they are not compensated through commissions or other fees that may create conflicts of interest. This allows the firm to prioritize their clients’ best interests and provide unbiased advice.
Background
The team at SHARP CIRCLE CONSULTING, LLC is dedicated to staying up-to-date on the latest financial trends and regulations. They hold various certifications and qualifications, including Certified Financial Planner (CFP) and Certified Public Accountant (CPA), and regularly attend industry conferences and seminars.
Financial Advisor Disclosures to Know
As a registered investment advisor, SHARP CIRCLE CONSULTING, LLC is committed to transparency and disclosure to their clients. Here are some important disclosures to know:
- The firm has no disclosure events, such as lawsuits or regulatory actions.
- SHARP CIRCLE CONSULTING, LLC does not have any relationships or affiliations with third-party firms.
These disclosures demonstrate the firm’s commitment to maintaining ethical and professional standards in their practice.