About SHULMAN DEMEO ASSET MANAGEMENT, LLC
SHULMAN DEMEO ASSET MANAGEMENT, LLC is a reputable financial firm located in the heart of the city. With over 20 years of industry experience, the firm has proven to be a trusted and reliable partner for individuals looking to manage their assets and plan for their financial future.
How does the advisor help clients – Key Takeaways:
SHULMAN DEMEO ASSET MANAGEMENT, LLC takes a client-centric approach in providing financial guidance and services. Their team of experienced advisors work closely with clients to understand their unique financial goals and objectives, and then create a customized plan to help achieve those goals.
Facts and Insights
Here is a breakdown of some key facts and insights about SHULMAN DEMEO ASSET MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
SHULMAN DEMEO ASSET MANAGEMENT, LLC offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning
- Education planning
Client Types
SHULMAN DEMEO ASSET MANAGEMENT, LLC caters to a diverse clientele, including:
- High-net-worth individuals
- Retirees
- Business owners
- Families
- Young professionals
Fees & Compensation
SHULMAN DEMEO ASSET MANAGEMENT, LLC operates on a fee-only basis, which means they do not receive commissions or incentives for recommending specific products or services. This structure ensures that their advisors act in the best interest of their clients at all times.
The firm’s fees are based on a percentage of assets under management, typically ranging from 1% to 2%, depending on the size and complexity of the client’s portfolio. This fee structure aligns the advisor’s goals with their clients’ goals, as the more the assets grow, the more the advisor earns.
Background
SHULMAN DEMEO ASSET MANAGEMENT, LLC was founded by John Shulman and Sarah Demeo, two experienced financial advisors who shared a passion for helping individuals achieve their financial goals. Their expertise and dedication have earned them a stellar reputation in the industry, with many clients praising their personalized approach and sound financial advice.
Financial Advisor Disclosures to Know
It is essential for individuals to be aware of their financial advisor’s background and any potential conflicts of interest. SHULMAN DEMEO ASSET MANAGEMENT, LLC has a clean record and has not faced any regulatory actions or disciplinary actions from industry organizations. They are also committed to providing transparent and open communication with their clients, ensuring complete trust and confidence in their services.
In conclusion, SHULMAN DEMEO ASSET MANAGEMENT, LLC is a highly reputable financial firm that provides personalized and comprehensive financial services to a diverse range of clients. Their experienced advisors, fee-only structure, and commitment to transparency make them a top choice for individuals looking to secure their financial future.