How does the advisor help clients – Key Takeaways:
It can be challenging for individuals and families to manage their financial assets and plan for the future while juggling busy schedules. This is where financial advisors can be of great assistance. STEWARD FAMILY OFFICE, INC. offers expert financial guidance to their clients, helping them make well-informed decisions and achieve their financial goals.
Facts and Insights
In business since 1995, STEWARD FAMILY OFFICE, INC. has established itself as a trusted and reliable financial advisory firm. As of 2021, it has over $3.5 billion in assets under management and a team of 25 experienced advisors. With a focus on personalized service and transparent communication, the firm has built long-term relationships with its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $3.5 billion | 25 |
Financial Services Offered
STEWARD FAMILY OFFICE, INC. provides comprehensive financial planning and wealth management services to its clients. Their services include portfolio management, investment advice, retirement planning, tax planning, and estate planning. They also offer educational resources and workshops to help clients increase their financial literacy.
Client Types
The firm primarily serves high-net-worth individuals and families, as well as small business owners. STEWARD FAMILY OFFICE, INC. also works with corporate executives, non-profit organizations, and pension plans. Their services are tailored to the unique needs and goals of each client, ensuring a personalized and effective approach.
Fees & Compensation
STEWARD FAMILY OFFICE, INC. charges clients a percentage of assets under management as its fee. The exact percentage may vary depending on the size of the client’s portfolio and the complexity of their financial situation. Advisors may also receive commissions on certain investment products, but they are committed to acting in the best interest of their clients at all times.
Background
The team at STEWARD FAMILY OFFICE, INC. consists of experienced and knowledgeable financial advisors, many of whom hold advanced degrees and certifications in finance and related fields. They stay informed about the latest industry developments and trends, allowing them to provide the most relevant and effective advice to their clients. The firm also has a robust compliance system in place to ensure all activities and recommendations comply with regulatory standards.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disclosures. STEWARD FAMILY OFFICE, INC. operates with transparency and will notify clients of any potential conflicts or risks associated with recommended investment strategies. They also adhere to strict compliance standards set by regulatory bodies to protect the best interests of their clients.