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How does the advisor help clients? – Key Takeaways:
SHAW CONSULTING LLC is a financial consulting firm that provides expert advice and guidance to individuals, families, and businesses. The firm is known for their comprehensive and personalized approach to financial planning, helping clients achieve their short and long-term goals.
The team at SHAW CONSULTING LLC understands that each client has unique financial needs and goals. Therefore, they offer a range of services to cater to those needs, including investment management, retirement planning, insurance planning, estate planning, and tax planning. They also provide financial education and coaching, empowering clients to make informed decisions about their money.
Facts and Insights
SHAW CONSULTING LLC has been in business for over 15 years, servicing clients nationwide. With a team of highly experienced and knowledgeable advisors, they have successfully assisted countless individuals and businesses in achieving their financial objectives.
The firm currently manages over $100 million in assets and has a team of 10 advisors. This allows them to provide personalized attention to each client, ensuring their unique needs and goals are met with the best possible solution.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10 | 15+ years |
Financial Services Offered
SHAW CONSULTING LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
In addition to these services, SHAW CONSULTING LLC also provides financial education and coaching to empower clients to make informed decisions about their money.
Client Types
SHAW CONSULTING LLC works with a diverse range of clients, including:
- Individuals
- Families
- Businesses
The firm tailors their services to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
At SHAW CONSULTING LLC, they believe in full transparency when it comes to fees and compensation. They offer fee-based services, meaning they are compensated by a percentage of the assets they manage for clients. This ensures that their interests are aligned with their clients’ goals, promoting a long-term and mutually beneficial relationship.
Background
The team at SHAW CONSULTING LLC consists of highly qualified and experienced financial experts. The firm’s founder, John Shaw, has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP®). The other advisors on the team also possess various certifications and licenses, including the Chartered Financial Analyst (CFA) designation.
Financial Advisor Disclosures to Know
SHAW CONSULTING LLC is committed to maintaining the highest standards of ethical and professional conduct. This includes complying with all legal and regulatory requirements, as well as disclosing any potential conflicts of interest to clients. They also have a clear and fair process for handling any client complaints, should they arise.