How does the advisor help clients – Key Takeaways:
ST. MICHAELS ASSET MANAGEMENT, LLC is a trusted financial advisor that provides expert advice and services to its clients. With a team of experienced professionals and a commitment to client satisfaction, they strive to help individuals and businesses achieve their financial goals.
Facts and Insights
ST. MICHAELS ASSET MANAGEMENT, LLC was founded in 2005 and has been in business for over 15 years. During this time, they have managed a total of $500 million in assets and have helped numerous clients achieve financial success.
The advisors at ST. MICHAELS ASSET MANAGEMENT, LLC are well-versed in a variety of financial topics, including investment management, retirement planning, and wealth management. They stay updated on the latest market trends and investment strategies to provide their clients with the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
|---|---|
| Total Assets Under Management: | $500 million |
| Number of Advisors: | 10 |
Financial Services Offered
ST. MICHAELS ASSET MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Wealth Management
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
ST. MICHAELS ASSET MANAGEMENT, LLC caters to a variety of clients, including:
- Individuals
- High Net Worth Individuals
- Businesses
- Non-Profit Organizations
Fees & Compensation
ST. MICHAELS ASSET MANAGEMENT, LLC charges an annual management fee based on a percentage of the client’s total assets under management. This fee structure aligns their interests with their clients’ interests, as they only earn more when their clients’ assets perform well.
In addition to this fee, the advisors may also receive compensation from mutual funds or other investment products they recommend to their clients. However, they always disclose any potential conflicts of interest and prioritize their clients’ best interests.
Background
The team at ST. MICHAELS ASSET MANAGEMENT, LLC consists of experienced and qualified professionals with a diverse background in finance and investment management. They are committed to providing personalized and comprehensive services to their clients, taking into account their specific financial goals and risk tolerance.
Financial Advisor Disclosures to Know
As a registered investment advisor, ST. MICHAELS ASSET MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record and always prioritize their clients’ best interests.
In conclusion, ST. MICHAELS ASSET MANAGEMENT, LLC is a reputable and reliable financial advisor that helps clients achieve their financial goals through expert advice and personalized services. With their experienced team and commitment to client satisfaction, they are a trusted partner for individuals and businesses seeking financial guidance.