How does the advisor help clients – Key Takeaways:
SICNER ASSET MANAGEMENT, L.L.C. is known for providing expert financial advice to its clients. The team at SICNER ASSET MANAGEMENT, L.L.C. focuses on creating tailored solutions to help clients achieve their financial goals.
Facts and Insights
SICNER ASSET MANAGEMENT, L.L.C. was founded in 2005 and has been in business for over 15 years. The advisory firm has a team of experienced financial advisors who are dedicated to providing top-quality services to their clients.
Some key insights about SICNER ASSET MANAGEMENT, L.L.C. include:
- The firm has over $500 million in assets under management.
- It has a team of 25 advisors who are all highly qualified and experienced in the financial industry.
- SICNER ASSET MANAGEMENT, L.L.C. employs a client-centric approach, putting the needs and goals of their clients first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Founded in 2005 (over 15 years in business) |
Financial Services Offered
SICNER ASSET MANAGEMENT, L.L.C. offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth preservation
Client Types
SICNER ASSET MANAGEMENT, L.L.C. serves a variety of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Retirees
Fees & Compensation
SICNER ASSET MANAGEMENT, L.L.C. charges a fee for their services, which is based on a percentage of the assets under management. This fee is typically between 0.75% and 1.5%. The firm is committed to being transparent about its fees and will provide a detailed breakdown of all costs to clients.
Background
The team at SICNER ASSET MANAGEMENT, L.L.C. consists of highly qualified and experienced financial professionals. The firm has a strong commitment to ongoing education and stays up-to-date on the latest financial trends and strategies to best serve its clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, SICNER ASSET MANAGEMENT, L.L.C. is required to disclose any potential conflicts of interest or disciplinary actions. Currently, there are no disclosures reported for the firm or its advisors.