How does Stewart & Patten Co LLC help their clients? – Key Takeaways:
Stewart & Patten Co LLC is a financial advisory firm that specializes in providing expert financial guidance and services to its clients. Their team of professionals acts as trusted advisors, helping clients navigate the uncertainties of the financial world and make well-informed decisions about their money.
Facts and Insights:
Founded in 1985, Stewart & Patten Co LLC is a well-established firm with decades of experience in the financial industry. They have a solid reputation for providing personalized and customized financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1985 | $500 million | 10 |
Financial Services Offered:
Stewart & Patten Co LLC offers a wide range of financial services to their clients, including investment management, financial planning, retirement planning, tax planning, and estate planning. Their team of experts works closely with clients to create tailored financial plans that align with their short-term and long-term goals.
Client Types:
Stewart & Patten Co LLC works with a diverse range of clients, including individuals, families, small businesses, and institutional investors. Their team has the expertise and experience to cater to the unique financial needs of each client and provide them with the best possible solutions.
Fees & Compensation:
Stewart & Patten Co LLC is a fee-only firm, which means they are compensated through fees paid by clients for the services provided. This ensures that their recommendations are always in the best interest of the client, without any conflicts of interest. The firm’s fees are based on a percentage of assets under management or an hourly rate for financial planning and consultation services.
Background:
Stewart & Patten Co LLC was founded by John Stewart and Mark Patten, who have a combined experience of over 50 years in the financial industry. They have built a team of highly skilled advisors who are dedicated to helping clients achieve their financial goals and provide them with peace of mind regarding their financial future.
Financial Advisor Disclosures to Know:
Stewart & Patten Co LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean disciplinary record and no legal or regulatory issues. As a fiduciary, the firm is legally bound to act in the best interests of their clients at all times.