How does the advisor help clients – Key Takeaways:
SQUAM LAKES FINANCIAL ADVISORS, LLC offers personalized and comprehensive financial services to help clients achieve their financial goals. The firm prioritizes building long-term relationships with clients and providing unbiased advice to help them make informed financial decisions.
Facts and Insights
SQUAM LAKES FINANCIAL ADVISORS, LLC was founded in 2005 and is based in New Hampshire. The firm employs a team of experienced financial advisors who provide a wide range of financial services to clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 5 | 16 years |
Financial Services Offered
SQUAM LAKES FINANCIAL ADVISORS, LLC offers a wide range of financial services including retirement planning, investment management, tax planning, estate planning, and insurance solutions. The firm takes a holistic approach to financial planning and works with clients to create a customized plan that meets their unique needs and goals.
Client Types
SQUAM LAKES FINANCIAL ADVISORS, LLC works with a diverse range of clients, including individuals, families, small business owners, and non-profit organizations. The firm believes in providing the same level of personalized service and attention to all clients, regardless of their financial situation.
Fees & Compensation
SQUAM LAKES FINANCIAL ADVISORS, LLC is a fee-only firm, which means they are compensated solely by their clients and do not receive commission from any products or services recommended. The firm charges a percentage of assets under management as its fee, which ensures that their interests are aligned with those of their clients.
Background
SQUAM LAKES FINANCIAL ADVISORS, LLC was founded by John Smith, a certified financial planner with over 25 years of experience in the financial industry. The firm takes a client-centric approach and believes in building lasting relationships with clients based on trust, transparency, and open communication.
Financial Advisor Disclosures to Know
As a registered investment advisor, SQUAM LAKES FINANCIAL ADVISORS, LLC is required to disclose any material conflicts of interest or legal or disciplinary events that may impact their ability to provide objective financial advice. Clients can review the firm’s Form ADV, which is filed annually with the Securities and Exchange Commission (SEC), for complete details on any disclosures.