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How does the advisor help clients – Key Takeaways:
The team at SIPHERD WEALTH MANAGEMENT, LLC provides highly personalized and comprehensive financial management services to their clients. They prioritize developing strong relationships with their clients and educating them on their financial options.
Facts and Insights
SIPHERD WEALTH MANAGEMENT, LLC is a leading financial management firm, with a track record of successful portfolio management and financial planning. Their team consists of experienced and qualified financial advisors who have a deep understanding of the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | Number of Advisors: | Time in Business: |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
SIPHERD WEALTH MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Portfolio management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
SIPHERD WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Professionals
Fees & Compensation
At SIPHERD WEALTH MANAGEMENT, LLC, the team believes in transparent and fair compensation practices. They offer their services on a fee-only basis, ensuring that their clients’ best interests are always the top priority.
Their fees are based on a percentage of assets under management, and they do not receive any commissions or incentives for recommending certain products or services. This ensures that their clients receive unbiased and objective financial advice.
Background
SIPHERD WEALTH MANAGEMENT, LLC was founded by John Sipherd, a seasoned financial advisor with over 25 years of experience in the industry. He saw a need for a personalized and client-focused approach to financial management, and has built a reputable firm that prides itself on putting their clients first.
The team at SIPHERD WEALTH MANAGEMENT, LLC stays current on industry trends and constantly seeks to expand their knowledge base to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest that their financial advisor may have. At SIPHERD WEALTH MANAGEMENT, LLC, the team is committed to full transparency and will always disclose any relevant information to their clients.
Some important disclosures to know about SIPHERD WEALTH MANAGEMENT, LLC include:
- They have a referral partnership with a law firm specializing in estate planning.
- They have a referral partnership with a tax preparation firm.
- John Sipherd is a board member for a local charity and may be involved in select fundraising efforts for the organization.