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How does the advisor help clients – Key Takeaways:
Sikorski Wealth Management, LLC is a leading financial management company that specializes in providing expert financial advice and services to clients in all stages of life. With a team of highly skilled and experienced advisors, the company is dedicated to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2005, Sikorski Wealth Management, LLC has over 15 years of experience in the financial industry. The company is based in New York and serves clients nationwide. They have a team of 10 advisors, all of whom are highly qualified and hold various industry certifications and designations.
As of 2021, the company has over $500 million in assets under management. This includes a diverse portfolio of investments, from stocks and bonds to alternative investments and real estate. The table below provides a breakdown of the company’s assets under management and the number of advisors.
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $500 million | 10 |
| 2020 | $450 million | 9 |
| 2019 | $400 million | 8 |
Financial Services Offered
Sikorski Wealth Management, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the key services offered by the company include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Educational planning
The company takes a holistic approach to financial management and works closely with each client to develop a customized financial plan that meets their unique needs and goals.
Client Types
Sikorski Wealth Management, LLC serves a diverse range of clients, including individuals, families, and small business owners. Their clients range from young professionals just starting out in their careers to retirees looking to preserve and manage their wealth. The company also works with high-net-worth individuals who have complex financial needs.
Fees & Compensation
Sikorski Wealth Management, LLC believes in transparent and fair pricing for their services. They offer fee-based services and do not charge any hidden fees or commissions. The company’s fees are based on a percentage of assets under management, which incentivizes them to help their clients’ portfolios grow. They do not have any minimum account requirements and work with clients of all asset sizes.
Background
Sikorski Wealth Management, LLC was founded in 2005 by John Sikorski, a seasoned financial advisor with over 25 years of experience in the industry. The company was born out of a passion for helping clients achieve their financial goals and build long-term wealth. Over the years, the company has grown and expanded its services to cater to the evolving needs of its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Sikorski Wealth Management, LLC is required to disclose certain information to clients and potential clients. This includes any conflicts of interest, fees, and material facts related to their services. The company’s disclosures can be found on their website and in the Form ADV they provide to clients.