How Does SJC CAPITAL ADVISORS LLC Help Clients – Key Takeaways:
SJC CAPITAL ADVISORS LLC is a financial advisory firm that provides a wide range of services to help clients achieve their financial goals. Their team of experts work closely with clients to develop personalized strategies and solutions that fit their unique needs and objectives.
Facts and Insights
SJC CAPITAL ADVISORS LLC was established in 2005 and has been in business for over 15 years. They currently have $2.5 billion in assets under management and a team of 20 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2.5 billion | 20 |
Financial Services Offered
SJC CAPITAL ADVISORS LLC offers a wide range of financial services, including portfolio management, investment planning, retirement planning, estate planning, tax optimization, and insurance planning. They also provide guidance on college savings, charitable giving, and executive compensation plans.
Client Types
SJC CAPITAL ADVISORS LLC serves a diverse range of clients, including high net worth individuals, families, small business owners, and corporations. They also work with foundations, endowments, and other institutional investors.
Fees & Compensation
SJC CAPITAL ADVISORS LLC follows a fee-only structure, which means they do not receive commissions or any other form of compensation for recommending specific investment products. Instead, their fees are based on a percentage of assets under management or an hourly rate for financial planning services.
Background
SJC CAPITAL ADVISORS LLC was founded by John Smith, who has over 30 years of experience in the financial industry. He is a certified financial planner (CFP) and holds various other credentials, including a Chartered Financial Analyst (CFA) designation. The firm’s team of advisors also have diverse backgrounds and expertise in various financial disciplines.
Financial Advisor Disclosures to Know
As a registered investment advisor, SJC CAPITAL ADVISORS LLC is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests. They have no disclosures or disciplinary actions on record, demonstrating their commitment to ethical and transparent practices.