How does the advisor help clients – Key Takeaways:
SHUTTLEWORTH & COMPANY provides expert financial advice to clients looking to build wealth and secure their financial future. Their team of seasoned professionals have the knowledge and experience to guide clients through the complexities of the financial market and create tailored solutions for each individual’s unique goals and needs.
Facts and Insights
SHUTTLEWORTH & COMPANY has established itself as a leader in the financial services industry. With over 20 years of experience, they have helped countless individuals and families achieve financial success. Their strong track record of delivering results and exceptional client satisfaction has solidified their reputation as a trusted and reliable advisor.
Their team of advisors has a deep understanding of the market and stays up-to-date with the latest trends and insights. This enables them to provide clients with the most current and relevant advice to help them make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
SHUTTLEWORTH & COMPANY offers a wide range of financial services to help clients achieve their goals. Some of the key services include investment management, retirement planning, tax planning, estate planning, and risk management. They take a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life to create a comprehensive and customized strategy.
Client Types
SHUTTLEWORTH & COMPANY serves a diverse client base, including high-net-worth individuals, families, and small business owners. They believe that everyone deserves access to expert financial advice, regardless of their income or net worth. This inclusive approach has allowed them to build strong, long-lasting relationships with their clients.
Fees & Compensation
SHUTTLEWORTH & COMPANY operates on a fee-only basis, ensuring that their clients’ best interests are always the top priority. This means they do not receive commissions or any other forms of compensation for recommending certain products or services. Instead, they charge a flat fee or a percentage of assets under management, making their fees transparent and easy to understand.
Background
The founding partners of SHUTTLEWORTH & COMPANY have a combined experience of over 50 years in the financial services industry. They have a proven track record of success in helping clients achieve their financial goals and have earned numerous accolades and recognitions for their work. Their team of advisors is made up of highly qualified and experienced professionals who are dedicated to providing top-notch service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SHUTTLEWORTH & COMPANY is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They are transparent about their fees and any potential conflicts of interest, ensuring that their clients always have the necessary information to make informed decisions. Their clients can have peace of mind knowing that their financial well-being is their top priority.