How does the advisor help clients – Key Takeaways:
In today’s complex financial landscape, having a trusted advisor can make all the difference in helping individuals and businesses achieve their financial goals. SHAYNE & JACOBS, LLC is a leading financial consulting firm that specializes in providing comprehensive financial advice and services to its clients.
Facts and Insights
Founded in 1998, SHAYNE & JACOBS, LLC has over 20 years of experience in the financial industry. The firm is dedicated to helping clients navigate the ever-changing market conditions and provide them with personalized solutions to meet their unique needs. With a team of highly qualified financial experts, the firm has earned a trusted reputation for its in-depth industry knowledge and dedication to client success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | 20+ years |
Financial Services Offered
SHAYNE & JACOBS, LLC offers a wide range of financial services to help clients achieve their short-term and long-term financial goals. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Asset protection
Client Types
The firm primarily serves high-net-worth individuals, families, and small business owners. However, they also offer their services to non-profit organizations and corporations.
Fees & Compensation
SHAYNE & JACOBS, LLC operates on a fee-only structure, which means they are compensated solely by fees paid by their clients. This ensures that their recommendations are always in the best interest of the client and not influenced by commissions or incentives from third parties.
Background
SHAYNE & JACOBS, LLC was founded by financial experts, John Shayne and Sarah Jacobs. Both of them have over 30 years of combined experience in the financial industry and are highly regarded for their expertise and professionalism.
Financial Advisor Disclosures to Know
As a registered investment advisor, SHAYNE & JACOBS, LLC is required to disclose any potential conflicts of interest to clients. This includes any affiliations with other financial institutions, compensation structures, and any potential risks or conflicts that may arise from their advisory services. All disclosures are available to clients upon request and are also listed on the firm’s public disclosures.