SHAYNE & JACOBS, LLC
SHAYNE & JACOBS, LLC is a well-respected financial firm that offers a wide range of services to its clients. With years of experience in the industry, SHAYNE & JACOBS, LLC has established themselves as a financial expert, providing expert advice and guidance to clients who are looking to secure their financial future. The firm works diligently to help their clients achieve their financial goals and offers a variety of personalized solutions to meet the unique needs of each client.
How does the advisor help clients – Key Takeaways:
- Provide expert financial advice and guidance
- Offer personalized solutions to meet unique needs
- Help clients achieve financial goals
Facts and Insights:
SHAYNE & JACOBS, LLC is committed to providing transparent and reliable financial services to their clients. This is reflected in their strong track record of success and the trust that their clients have in them. Below are some key facts and insights about SHAYNE & JACOBS, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 15 years |
Financial Services Offered:
SHAYNE & JACOBS, LLC offers a wide range of financial services to their clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types:
SHAYNE & JACOBS, LLC works with a diverse clientele, including individuals, families, small business owners, and institutions. They understand that each client has unique financial needs and goals, and they tailor their services accordingly to ensure that every client receives the best possible advice and guidance.
Fees & Compensation:
SHAYNE & JACOBS, LLC believes in full transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fee, and any additional fees are fully disclosed to clients before any service is provided. This ensures that clients are aware of all costs and can make informed decisions about their financial decisions.
Background:
SHAYNE & JACOBS, LLC was founded in 2005 by financial experts John Shayne and Emily Jacobs. They both had extensive experience in the financial industry and wanted to create a firm that truly put their clients’ needs first. With their dedication, expertise, and commitment to excellence, SHAYNE & JACOBS, LLC has become a leading financial firm in the industry.
Financial Advisor Disclosures to Know:
As with any financial firm, it is important for clients to be aware of any potential conflicts of interest or disclosures. SHAYNE & JACOBS, LLC is fully committed to corporate standards and compliance, and as such, they have no current disclosures to report to clients. They are constantly monitoring and reviewing their practices to ensure that their clients’ best interests are always the top priority.