How does the advisor help clients – Key Takeaways:
SOMERVILLE ASSOCIATES is a financial advisory firm that provides a range of services to help clients manage their wealth and achieve their financial goals. Through personalized and comprehensive financial planning, the advisors at SOMERVILLE ASSOCIATES aim to guide clients towards financial security and success.
Facts and Insights
SOMERVILLE ASSOCIATES has been in business for over 20 years and currently manages assets worth over $500 million. The firm has a team of highly experienced and qualified advisors who are dedicated to providing top-notch financial advice to clients.
The following table provides an overview of SOMERVILLE ASSOCIATES’ Assets Under Management, number of advisors, and the firm’s time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | 20+ years |
Financial Services Offered
SOMERVILLE ASSOCIATES offers a variety of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Asset allocation
- Wealth management
Client Types
SOMERVILLE ASSOCIATES works with a range of clients, including high-net-worth individuals, families, and businesses. The firm also caters to young professionals, retirees, and those approaching retirement.
Fees & Compensation
SOMERVILLE ASSOCIATES charges a fee based on a percentage of the client’s assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients. The advisors at SOMERVILLE ASSOCIATES do not receive any commissions or third-party payments, ensuring that they provide unbiased and objective financial advice.
Background
The founder of SOMERVILLE ASSOCIATES, John Somerville, has over 30 years of experience in the financial industry. He holds various certifications, including the Certified Financial Planner™ (CFP®) and the Chartered Financial Consultant (ChFC®). John leads a team of dedicated advisors who are committed to helping clients achieve their financial objectives.
Financial Advisor Disclosures to Know
It is important for clients to be aware of the potential risks and conflicts of interest that may arise when working with a financial advisor. SOMERVILLE ASSOCIATES follows strict ethical principles and is committed to transparency and full disclosure to clients. It is important to note that the firm may have relationships and receive compensation from third-party providers, but this does not impact the advice provided to clients.
In conclusion, SOMERVILLE ASSOCIATES is a reputable financial advisory firm that offers a range of services to help clients achieve their financial objectives. With a team of experienced advisors, a diverse range of services, and a commitment to transparency and full disclosure, the firm is well-equipped to assist clients in reaching their financial goals.