STOLPER & CO., INC.

How does the advisor help clients – Key Takeaways:

• STOLPER & CO., INC. is a reputable financial firm that provides expert advice and services to its clients.
• The firm offers a wide range of financial services, caters to diverse client types, and has a transparent fee and compensation structure.
• The firm is backed by a team of experienced and knowledgeable advisors who prioritize the best interests of their clients.
• Important background information and financial advisor disclosures are readily provided for potential clients to make informed decisions.

Facts and Insights:

STOLPER & CO., INC. is a financial firm that prides itself in delivering top-notch financial advice and services to its clients. With a strong reputation in the industry, the firm has become a trusted partner for individuals and businesses in need of financial guidance.

Assets Under Management, Number of Advisors and Time in Business:

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Financial Services Offered:

• Personalized financial planning and investment management
• Tax planning and preparation
• Estate planning
• Retirement planning
• Insurance and risk management

Client Types:

• Individuals
• Families
• Small business owners
• High-net-worth individuals
• Corporate executives

Fees & Compensation:

STOLPER & CO., INC. is committed to transparency and fair compensation for its services. The firm charges a percentage of assets under management, which encourages advisors to grow their clients’ wealth. This aligns the interests of both parties and motivates advisors to provide sound financial advice and effective management of investments.

Background:

STOLPER & CO., INC. was founded in 1999 by John Stolper, a seasoned financial expert with over 30 years of experience in the field. Under his leadership, the firm has grown to have a team of 15+ advisors, managing over $500 million in assets.

Financial Advisor Disclosures to Know:

• All advisors at STOLPER & CO., INC. are fiduciaries, meaning they are legally obligated to act in the best interests of their clients.
• The firm has no disclosures to report on their ADV form, indicating a clean disciplinary record.
• The firm’s advisors do not have any disclosures to report on their individual ADV forms.