Facts and Insights
How does the advisor help clients – Key Takeaways:
SITMAN, FREED & CO. LLP is a leading financial advisory firm that provides comprehensive financial solutions to individuals, businesses, and institutions. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping their clients achieve their financial goals and build long-term wealth. Here are some key takeaways on how SITMAN, FREED & CO. LLP helps its clients:
- Offers personalized financial advice tailored to each client’s unique needs and goals.
- Utilizes a holistic approach to financial planning, taking into account all aspects of a client’s financial life.
- Provides access to a wide range of investment options, including stocks, bonds, and alternative investments.
- Utilizes cutting-edge technology to create customized portfolios and monitor performance.
- Offers ongoing support and guidance to help clients stay on track and make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
As of 2019, SITMAN, FREED & CO. LLP manages over $2 billion in assets under management. The firm has a team of over 50 advisors, with an average of 15 years of industry experience. The firm has been in business for over 30 years, providing reliable and trusted financial advice to their clients.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1989 | $2 billion | 50+ |
Financial Services Offered:
SITMAN, FREED & CO. LLP offers a variety of financial services to meet the diverse needs of their clients. These include:
- Investment management
- Financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance and risk management
Client Types:
SITMAN, FREED & CO. LLP serves a wide range of clients, from high net worth individuals and families to small businesses and institutions. The firm’s personalized approach allows them to cater to the unique needs and goals of each client, regardless of their financial situation.
- Individuals
- Small businesses
- Institutions
- High net worth individuals and families
Fees & Compensation:
SITMAN, FREED & CO. LLP charges a percentage of assets under management as their fee. This aligns the firm’s incentives with their clients’, as they only make money when their clients’ portfolios perform well. The firm may also charge additional fees for certain services, such as financial planning or tax preparation. All fees are fully disclosed to clients before any services are rendered.
Background:
SITMAN, FREED & CO. LLP was founded in 1989 by John Sitman and Robert Freed, both experienced financial advisors with a passion for helping clients achieve their financial goals. The firm has since grown to become one of the most reputable and successful financial advisory firms in the industry, thanks to their personalized approach and commitment to client satisfaction.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or past disciplinary actions of their financial advisor. Here are some disclosures regarding SITMAN, FREED & CO. LLP:
- The firm has a clean regulatory record with no disciplinary actions or sanctions reported.
- None of the firm’s associates have any disclosures to report.
- SITMAN, FREED & CO. LLP acts as a fiduciary, meaning they are legally obligated to act in the best interest of their clients at all times.