How does the advisor help clients – Key Takeaways:
SM SCHERR FINANCIAL LLC provides expert financial advising services for individuals, families, and businesses with a focus on individualized investment management strategies and holistic financial planning. The company prides itself on creating trusting relationships with clients and helping them achieve their financial goals.
Facts and Insights
With over 20 years of experience in the financial industry, SM SCHERR FINANCIAL LLC has established a strong reputation as a reliable and knowledgeable advisor. The company follows a disciplined approach and stays up-to-date with market trends and changes to best serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 4 |
Financial Services Offered
SM SCHERR FINANCIAL LLC offers a wide range of financial services including, but not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Planning
- Tax Planning
- Education Planning
- Debt Management
- Business Succession Planning
- Charitable Giving
Client Types
The company caters to a diverse group of clients, including:
- Individuals
- High-net-worth Individuals
- Families
- Small Business Owners
- Non-profit Organizations
Fees & Compensation
SM SCHERR FINANCIAL LLC offers fee-only services, meaning they do not receive commissions from any products or investments recommended to clients. This ensures that their advice is always in the best interest of the client without any conflicts of interest. In addition, the company charges a percentage of assets under management as their fee, making their success directly tied to the success of their clients.
Background
The founder and principal advisor, Sarah Scherr, has over 30 years of experience in the financial industry. With degrees in finance and economics, she is highly knowledgeable and skilled in managing investments and creating comprehensive financial plans. She is also a Certified Financial Planner™ and a member of several prestigious financial associations.
Financial Advisor Disclosures to Know
As a registered investment advisor, SM SCHERR FINANCIAL LLC is held to a fiduciary standard, which means they must always act in the best interests of their clients. They also have a strict code of ethics and are required to disclose any potential conflicts of interest.
In conclusion, SM SCHERR FINANCIAL LLC is a reputable financial advisor with a proven track record of success. By offering a range of services to a diverse group of clients, the company strives to help individuals and businesses achieve their financial goals with expert advice and personalized strategies.