How does the advisor help clients – Key Takeaways:
SHUTTLEWORTH & COMPANY is a highly respected financial services firm that specializes in providing expert advice and guidance to its clients. With a team of experienced financial experts, SHUTTLEWORTH & COMPANY is known for helping its clients achieve their financial goals while also offering personalized and tailored solutions to meet individual needs.
Below are some key takeaways about how SHUTTLEWORTH & COMPANY helps its clients:
- Offers a wide range of financial services to help clients manage their wealth and achieve their financial goals
- Provides personalized and tailored solutions to meet the unique needs of individual clients
- Employs a team of experienced financial experts to provide expert advice and guidance to clients
- Has a solid reputation for excellence and a track record of success in helping clients achieve their financial goals
Facts and Insights
SHUTTLEWORTH & COMPANY has been in business for over 20 years and has established itself as a leader in the financial services industry. The firm has built a reputation for excellence and has earned the trust and loyalty of its clients. Here are some key facts and insights about SHUTTLEWORTH & COMPANY:
- Assets Under Management: As of December 2020, SHUTTLEWORTH & COMPANY reported $5.3 billion in assets under management.
- Number of Advisors: SHUTTLEWORTH & COMPANY has a team of 25 experienced financial advisors who are dedicated to helping clients achieve their financial goals.
- Time in Business: SHUTTLEWORTH & COMPANY has been in business since 1999, providing expert financial services for over 20 years.
Financial Services Offered
SHUTTLEWORTH & COMPANY offers a range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
SHUTTLEWORTH & COMPANY works with a diverse group of clients, including:
- High Net Worth Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
SHUTTLEWORTH & COMPANY charges a fee for its financial services, which is typically based on a percentage of assets under management. This fee structure helps align the interests of the firm with those of its clients, as the firm’s compensation is directly tied to the performance of the client’s assets. SHUTTLEWORTH & COMPANY also offers fee-based financial planning services for a flat fee, depending on the complexity of the client’s needs.
Background
SHUTTLEWORTH & COMPANY was founded in 1999 by John Shuttleworth, a highly respected financial expert with over 30 years of experience in the industry. The firm has since grown to become a highly reputable and successful financial services firm, known for its personalized and tailored approach to helping clients achieve their financial goals. With a dedicated team of experienced financial advisors, SHUTTLEWORTH & COMPANY continues to provide expert advice and guidance for its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SHUTTLEWORTH & COMPANY is required to disclose any potential conflicts of interest and any other material information that may affect its ability to provide objective advice to clients. These disclosures can be found in the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.