How does the advisor help clients – Key Takeaways:
As a financial expert, the advisor at SPURSTONE helps clients achieve their financial goals by providing personalized and comprehensive financial services.
Facts and Insights
With over 15 years of experience in the financial industry, SPURSTONE has become a trusted name in providing financial advice. As a registered investment advisor (RIA), they are held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2019) | 10 | 15 years |
Financial Services Offered
SPURSTONE offers a wide range of financial services, including investment management, retirement planning, college savings planning, tax planning, and insurance planning. They also provide guidance in estate planning and charitable giving.
Client Types
SPURSTONE caters to a diverse range of clients, including individuals, families, small business owners, and institutions. They offer personalized financial services that are tailored to each client’s unique goals and needs.
Fees & Compensation
SPURSTONE charges a fee based on a percentage of assets under management, which encourages them to grow the value of their clients’ portfolios. They do not receive any commissions or other forms of compensation from third parties, ensuring that their advice is unbiased.
Background
The team at SPURSTONE is made up of experienced financial advisors with various backgrounds in the financial industry. They undergo rigorous training and continuously stay updated on the latest market trends and strategies to provide their clients with the best financial advice.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. At SPURSTONE, their advisors are required to disclose any potential conflicts and act in the best interest of their clients at all times. Additionally, as an RIA, they are regulated by the Securities and Exchange Commission (SEC) and are required to provide clients with a Form ADV, which outlines their services, fees, and any disciplinary history.