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How does the advisor help clients – Key Takeaways:
SKIDMORE ADVISORY SERVICES, INC. is a trusted financial advisory firm that provides expert guidance to individuals and businesses seeking financial stability and growth. Over the years, the firm has helped countless clients achieve their financial goals through tailored solutions and personalized advice.
Here are a few key takeaways about how SKIDMORE ADVISORY SERVICES, INC. can help clients:
- Offering a range of financial services tailored to meet the unique needs of each client
- Providing insightful and strategic financial advice to help clients make informed decisions
- Guiding clients towards financial stability and success through personalized solutions
Facts and Insights
Founded in 1998, SKIDMORE ADVISORY SERVICES, INC. has over 20 years of experience in the financial advisory industry. The firm has established a reputation for its expertise, integrity, and commitment to client success. Here are a few facts and insights about the firm:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Years in Business: 20
These numbers reflect the firm’s stability and growth, demonstrating its ability to manage a significant amount of assets and serve a growing clientele.
Financial Services Offered
SKIDMORE ADVISORY SERVICES, INC. offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment management
- Estate and financial planning
- Retirement planning
- Tax planning and preparation
- Insurance and risk management
- Business consulting
Each service is customized to meet the unique needs and goals of every client, ensuring that their financial needs are addressed effectively and efficiently.
Client Types
SKIDMORE ADVISORY SERVICES, INC. caters to a diverse client base, including:
- Individuals
- Business owners
- Families
- Professionals
The firm has the expertise and resources to serve clients from all walks of life, regardless of their financial background or needs.
Fees & Compensation
SKIDMORE ADVISORY SERVICES, INC. operates on a fee-only compensation model, meaning that the firm’s revenue is derived solely from client fees. This model ensures that the firm’s interests are aligned with those of its clients, as it does not receive commissions or fees from third parties for recommending specific products or services.
The firm’s fees are transparent and based on a percentage of the assets under management, ensuring that clients only pay for the services they receive and the results they achieve.
Background
SKIDMORE ADVISORY SERVICES, INC. was founded by financial expert John Skidmore, who has over 30 years of experience in the industry. Under his leadership, the firm has grown into a reputable and trusted financial advisory firm, known for its personalized service and commitment to client success.
Financial Advisor Disclosures to Know
As with any financial advisory firm, there are important disclosures that clients should be aware of. These include potential conflicts of interest, fees and compensation, and any past disciplinary actions or legal proceedings.
It’s essential for clients to carefully review and understand these disclosures before working with an advisor. This information can be found in the firm’s Form ADV, filed with the Securities and Exchange Commission (SEC), and is easily accessible on the SEC’s website or upon request from the firm.