How does the advisor help clients – Key Takeaways:
SHRUG, LLC is a financial advisory firm that specializes in helping individuals and businesses achieve their financial goals. Their team of experienced financial experts provides personalized and unbiased advice to their clients, helping them navigate through complex financial decisions.
Facts and Insights
Founded in 2005, SHRUG, LLC has been in business for over 15 years, establishing themselves as a trusted and reliable source for financial guidance. They have built a strong reputation in the industry, earning the trust of their clients through their successful track record and commitment to excellence.
Assets Under Management, Number of Advisors and Time in Business:
| AUM (As of December 31, 2020) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered
SHRUG, LLC offers a wide range of financial services to meet the diverse needs of their clients. Services include investment management, retirement planning, tax planning, estate planning, insurance and risk management, and more. By providing a comprehensive approach, they ensure that their clients’ financial goals are aligned with their overall financial plan.
Client Types
The team at SHRUG, LLC works with a diverse client base, including high net worth individuals, families, small businesses, and corporations. They tailor their services to meet the unique needs and goals of each client, ensuring that their financial strategies are custom-made and effective.
Fees & Compensation
SHRUG, LLC operates on a fee-based compensation structure, which means they charge a percentage of assets under management as their fee. This fee is competitive and reflects the industry standard. They believe in transparency and do not have any hidden fees or commissions, ensuring that their clients receive honest and unbiased financial advice.
Background
The team at SHRUG, LLC is comprised of highly qualified and experienced financial experts. Each advisor holds industry-recognized certifications and has extensive knowledge in their respective fields. They stay current with industry trends and changes, ensuring that their clients receive the most up-to-date and relevant advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, SHRUG, LLC has a fiduciary duty to act in their clients’ best interests at all times. They are committed to transparency and full disclosure of any potential conflicts of interest to their clients. With their client’s best interests at heart, they strive to provide personalized and objective advice to help their clients achieve their financial goals.