How Does STRATEGIC FINANCIAL GROUP, PLC Help Clients – Key Takeaways:
STRATEGIC FINANCIAL GROUP, PLC is a highly reputable and experienced financial advisory firm, providing a range of services to their clients. They have a deep understanding of the financial industry and excel in helping their clients achieve their financial goals.
Facts and Insights
Founded in 2005, STRATEGIC FINANCIAL GROUP, PLC has been in business for over 15 years. They currently manage over $1 billion in assets and have a team of 50 experienced advisors. The firm has a strong track record of success, achieving an impressive average annual return for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 15 years |
Financial Services Offered
STRATEGIC FINANCIAL GROUP, PLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, college savings, and estate planning. The firm also provides financial education and guidance to help clients make informed decisions about their finances.
Client Types
STRATEGIC FINANCIAL GROUP, PLC works with a wide range of clients including individuals, families, and businesses. They have the expertise to serve high net worth clients, as well as those who are just starting their financial journey. The firm’s services are tailored to each client’s unique needs and goals.
Fees & Compensation
STRATEGIC FINANCIAL GROUP, PLC is committed to transparency and strives to keep their fees reasonable and competitive. Their fees are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of their clients. They also offer fee-only options for clients who prefer a more direct compensation structure.
Background
STRATEGIC FINANCIAL GROUP, PLC was founded by a team of experienced financial advisors who shared a common goal of providing high-quality financial services to their clients. The firm has since grown into a trusted and respected name in the financial industry, thanks to their expertise, dedication, and strong client relationships.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, STRATEGIC FINANCIAL GROUP, PLC is committed to upholding the highest standards of ethics and transparency. They are required to disclose any potential conflicts of interest, as well as any disciplinary actions taken against them, to their clients. These disclosures can be found on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.