How does the advisor help clients – Key Takeaways:
Strafford Capital Management, LLC (SCM) is a financial advisory firm that provides personalized wealth management strategies to clients through extensive research, analysis and experience. SCM prides itself on its commitment to acting in the best interest of clients and helping them achieve their financial goals.
Facts and Insights:
SCM was founded in 2005 and has been in business for 15 years. As of 2020, the firm has $500 million in assets under management and a team of 6 experienced advisors. SCM specializes in comprehensive financial planning and investment management services that are tailored to each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2005 |
| Number of Advisors | 6 |
| Assets Under Management | $500 million |
Financial Services Offered:
SCM provides a range of financial services to help clients achieve their goals and create a solid financial future. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
SCM works with a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Non-profit organizations
Fees & Compensation:
SCM charges a percentage of assets under management as its fee, which varies depending on the services provided. Clients are also responsible for any transaction fees and expenses. SCM believes in full transparency and does not receive any compensation from third-party products or services.
Background:
At SCM, the team of advisors has a combined experience of over 40 years in the financial industry. They bring a wealth of knowledge and expertise to every client relationship. The firm’s philosophy is centered around long-term relationships, regular communication, and a disciplined investment approach.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SCM is required by law to disclose potential conflicts of interest and any disciplinary events. As of 2020, SCM has no disclosures to report, reflecting its commitment to ethical and transparent practices.