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How does the advisor help clients – Key Takeaways:
SITTNER & NELSON, LLC is a highly experienced financial advisory firm that offers a range of services to help clients achieve their financial goals. With a team of knowledgeable advisors, they provide expert guidance and support to clients in managing their wealth and making investment decisions.
Facts and Insights
Here are some key facts and insights about SITTNER & NELSON, LLC:
| Assets Under Management: | $1.2 billion |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
SITTNER & NELSON, LLC offers a diverse range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
SITTNER & NELSON, LLC serves a variety of clients, including individuals, families, and businesses. They tailor their services to meet the unique needs and goals of each client, providing personalized and comprehensive financial solutions.
Fees & Compensation
SITTNER & NELSON, LLC operates on a fee-based compensation structure, meaning they charge a percentage of the assets under management as their fee. This incentivizes the advisors to help clients grow their investments as they will also benefit from the increase in AUM.
Background
SITTNER & NELSON, LLC was founded in 2005 by financial experts John Sittner and Maria Nelson. Together, they have over 40 years of experience in the financial industry and have built a reputable and successful firm that continues to grow and serve clients effectively.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, SITTNER & NELSON, LLC abides by strict regulations and must disclose any potential conflicts of interest to their clients. Some important disclosures to be aware of include:
- The firm may receive compensation from third-party companies for recommending their products or services to clients.
- Some advisors may have their own personal financial interests in the investments they recommend to clients.
- Clients should carefully review and understand all fees and charges associated with their investments.