Stern Capital Management, Inc. is a professional financial advisory firm dedicated to helping clients achieve their financial goals. With years of experience and a team of knowledgeable advisors, STERN CAPITAL MANAGEMENT, INC. has become a trusted name in the finance industry.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial advice based on individual needs and goals
- Creates comprehensive financial plans that consider all aspects of a client’s financial situation
- Provides ongoing portfolio monitoring and adjustments as needed
- Offers a wide range of financial services to meet the diverse needs of clients
Facts and Insights
According to publicly available data, STERN CAPITAL MANAGEMENT, INC. has been in business for over 20 years and currently has over $500 million in assets under management. The firm boasts a team of 10 advisors with a combined experience of 150+ years in the finance industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500,000,000+ | 10+ | 20+ years |
Financial Services Offered
STERN CAPITAL MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of its clients. These services include but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
STERN CAPITAL MANAGEMENT, INC. works with a variety of clients, including individuals, families, and small businesses. The firm offers tailored financial solutions to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
STERN CAPITAL MANAGEMENT, INC. operates on a fee-only basis, meaning that they do not receive any commissions or other compensation from third-party companies for recommending their products. The firm is fully transparent about their fees and only charges a percentage of the assets under management as their fee.
This fee structure aligns the firm’s interests with its clients’ and ensures that the advisors are solely focused on achieving their clients’ financial goals.
Background
The founder and CEO of STERN CAPITAL MANAGEMENT, INC. is Mr. John Stern, a finance expert with over 30 years of experience in the industry. He has assembled a team of talented and knowledgeable advisors who work diligently to provide top-quality financial guidance to their clients.
Financial Advisor Disclosures to Know
STERN CAPITAL MANAGEMENT, INC. is a registered investment advisor and is legally bound to act in their clients’ best interests. They adhere to all necessary regulations and have a clean record with regulatory authorities. It is important for clients to know and understand their advisor’s background and any potential conflicts of interest, which can be found in the firm’s Form ADV.