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How Does SLOCUM, GORDON & CO. LLP Help Clients – Key Takeaways:
SLOCUM, GORDON & CO. LLP is a top-tier financial advisory firm that provides comprehensive wealth management services to a diverse range of clients. The firm prides itself on its team of expert advisors who possess a deep understanding of the financial industry and a strong commitment to their clients’ success.
Facts and Insights
SLOCUM, GORDON & CO. LLP was founded in 1975 and has been in business for over 45 years. The firm manages over $5 billion in assets, with a team of 50 advisors located across multiple offices throughout the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion+ | 50+ | Over 45 years |
Financial Services Offered
SLOCUM, GORDON & CO. LLP offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a customized and comprehensive plan for their future.
Client Types
SLOCUM, GORDON & CO. LLP serves a diverse range of clients, including high-net-worth individuals, families, and business owners. The firm also has expertise in working with corporate executives, helping them navigate the complexities of their compensation packages and stock options.
Fees & Compensation
SLOCUM, GORDON & CO. LLP operates on a fee-only model, meaning they do not receive commissions for the products or services they recommend. This ensures that their advice is always in the best interest of their clients. Fees are based on a percentage of assets under management and are transparently communicated to clients.
Background
SLOCUM, GORDON & CO. LLP is a family-owned and operated firm with a deep commitment to their clients’ satisfaction and success. The firm’s advisors are highly experienced and knowledgeable, with an average of 20 years in the financial industry. They stay up to date on the latest market trends and changes to provide their clients with the most effective and current financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, SLOCUM, GORDON & CO. LLP is held to fiduciary standards, meaning they are legally obligated to act in their clients’ best interests. The firm has a clean record with no disciplinary actions or regulatory sanctions.