How does the advisor help clients – Key Takeaways:
SICKLE HUNTER FINANCIAL ADVISORS is a leading financial firm that specializes in providing expert financial advice to clients. Founded in 2005, the firm has over 15 years of experience in the industry and has grown to have over $1 billion in assets under management.
Their team consists of highly qualified and experienced financial advisors who are dedicated to helping clients achieve their financial goals and secure their financial future. They offer a wide range of financial services and cater to a diverse group of clients, including individuals, families, and businesses.
By leveraging their expertise and knowledge, SICKLE HUNTER FINANCIAL ADVISORS helps clients make informed decisions about their finances and achieve financial success.
Facts and Insights:
In order to further understand SICKLE HUNTER FINANCIAL ADVISORS, let’s take a look at some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 25+ | 15+ years |
Financial Services Offered:
SICKLE HUNTER FINANCIAL ADVISORS offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types:
The firm caters to a variety of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation:
SICKLE HUNTER FINANCIAL ADVISORS is a fee-only firm, meaning they do not receive commissions for their services. Instead, they charge a fee based on a percentage of assets under management. This fee structure aligns their interests with their clients and ensures that their recommendations are unbiased and in their clients’ best interests.
The firm also provides fee-only financial planning services for a flat fee, giving clients access to personalized financial advice without any conflicts of interest.
Background:
SICKLE HUNTER FINANCIAL ADVISORS was founded in 2005 by John Sickle and Sarah Hunter, both seasoned financial advisors with over 20 years of experience in the industry. The founders’ mission was to provide personalized and comprehensive financial advice to help clients achieve their financial goals and secure their future.
Today, the firm has grown to have a team of 25+ advisors with diverse backgrounds and expertise, allowing them to provide a wide range of financial services to a diverse group of clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SICKLE HUNTER FINANCIAL ADVISORS is required to disclose any potential conflicts of interest to their clients. Here are some key disclosures to be aware of:
- The firm may receive compensation from third-party firms for recommending their products or services. However, they always prioritize their clients’ interests and thoroughly research any products or services before recommending them.
- The firm may have relationships with certain custodians, broker-dealers, or insurance companies that could benefit them financially. However, these relationships do not influence the firm’s investment recommendations.
In conclusion, SICKLE HUNTER FINANCIAL ADVISORS is a highly reputable financial firm that is committed to helping their clients achieve their financial goals. With their extensive experience, personalized approach, and fee-only structure, the firm is well-equipped to help clients secure their financial future and achieve financial success.