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How does the advisor help clients – Key Takeaways:
STUDDARD FINANCIAL, LLC provides a wide range of financial services to clients with varying financial needs. They strive to provide personalized and comprehensive solutions to help clients reach their financial goals and secure their financial future. Here are some key takeaways on how this financial expert helps their clients:
- Offering personalized financial solutions based on individual client needs and goals
- Providing comprehensive financial planning and management services
- Guiding clients through investment decisions and portfolio management
- Assisting with retirement planning and income strategies
- Offering insurance and risk management solutions to protect assets
- Providing ongoing education and support to help clients make informed financial decisions
Facts and Insights:
STUDDARD FINANCIAL, LLC is a registered financial advisor with the Securities and Exchange Commission (SEC). They have been in business since 2005 and have over $100 million in assets under management. The firm is based in New York City and has a team of experienced financial professionals dedicated to providing top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10+ | Over 15 years |
Source: SEC Financial Advisor Search
Financial Services Offered:
STUDDARD FINANCIAL, LLC offers a wide range of financial services to help clients manage and grow their wealth. These services include:
- Financial planning and management
- Investment management and advisory services
- Retirement planning and income strategies
- Insurance and risk management solutions
- Estate planning
- Tax planning and preparation
Client Types:
STUDDARD FINANCIAL, LLC serves individuals, families, and small businesses of all sizes. They cater to clients with varying financial needs, from those just starting to build their wealth to high-net-worth individuals seeking advanced financial planning and management services.
Fees & Compensation:
The fees and compensation structure at STUDDARD FINANCIAL, LLC varies based on the type and complexity of services provided to each client. They offer both fee-only and fee-based arrangements, with fees typically calculated as a percentage of assets under management or a flat fee for financial planning services. This fee structure ensures that the advisor’s interests are aligned with the clients’ interests, as their compensation is directly tied to the performance of the client’s portfolio.
Background:
The founder and principal advisor of STUDDARD FINANCIAL, LLC, John Studdard, has been in the financial industry for over 20 years. He started his career as a financial planner at a leading wealth management firm before establishing his own firm, STUDDARD FINANCIAL, LLC, in 2005. He has extensive experience in financial planning, investment management, and retirement planning, making him a knowledgeable and reliable financial expert for his clients.
Financial Advisor Disclosures to Know:
As a registered financial advisor with the SEC, STUDDARD FINANCIAL, LLC is required to disclose any potential conflicts of interest or past disciplinary actions. Currently, there are no such disclosures for this firm, indicating a clean record and a commitment to serving clients ethically and professionally.