How does the advisor help clients – Key Takeaways:
SHINNECOCK PARTNERS is a premier financial advisory firm that specializes in providing expert advice to individuals, families, and businesses. Their team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized and comprehensive strategies.
Here are the key takeaways to know about how SHINNECOCK PARTNERS helps their clients:
- Provides specialized financial expertise
- Offers personalized and comprehensive strategies
- Dedicated to helping clients achieve their financial goals
Facts and Insights
The following table provides publicly available information about SHINNECOCK PARTNERS including the assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
SHINNECOCK PARTNERS offers a wide range of financial services to address the unique needs and goals of their clients. Some of the services they offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth transfer strategies
Client Types
SHINNECOCK PARTNERS caters to a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
The fees and compensation structure at SHINNECOCK PARTNERS is designed to be transparent and fair to their clients. They typically charge a percentage of assets under management, but may also offer hourly or fixed-rate fees for certain services. They do not receive any commissions from recommending specific investment products, ensuring that their recommendations are solely in the best interest of their clients.
Background
SHINNECOCK PARTNERS was founded in 2005 by a team of financial professionals with a shared passion for helping clients achieve their financial goals. They are committed to providing personalized and comprehensive financial advice to their clients, utilizing their extensive expertise and experience in the industry.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. At SHINNECOCK PARTNERS, their advisors adhere to strict ethical standards and fully disclose any pertinent information to their clients. They are also registered with the appropriate regulatory bodies and have no record of disciplinary actions.