How does SUGDEN WEALTH MANAGEMENT, LLC help clients – Key Takeaways:
SUGDEN WEALTH MANAGEMENT, LLC is a highly skilled and experienced financial firm that focuses on providing personalized and comprehensive financial services to its clients. With a team of expert advisors and a vast knowledge of the industry, SUGDEN WEALTH MANAGEMENT, LLC is dedicated to helping clients achieve their financial goals and secure their future.
Facts and Insights
SUGDEN WEALTH MANAGEMENT, LLC has been in business for over 15 years and has a team of 10 experienced advisors. As of December 2020, the total assets under management (AUM) for the firm stands at $500 million. In the past year, the firm has seen a growth rate of 10%, showcasing its ability to deliver consistent results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Total Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
SUGDEN WEALTH MANAGEMENT, LLC provides a wide range of financial services that cover all aspects of wealth management. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also offers specialized services such as business succession planning and philanthropic planning to cater to the unique needs of its clients.
Client Types
The firm primarily works with high net-worth individuals, families, and small business owners. However, SUGDEN WEALTH MANAGEMENT, LLC also caters to clients with a variety of financial backgrounds and goals. The firm is committed to tailoring its services to meet the specific needs and objectives of each client, regardless of their net worth or financial situation.
Fees & Compensation
SUGDEN WEALTH MANAGEMENT, LLC operates on a fee-based compensation structure, which means that the firm charges a percentage of the client’s AUM as their fee. This structure aligns the interests of the firm with those of its clients, as the firm’s compensation is directly tied to the performance of the client’s portfolio. The firm believes in complete transparency and works with clients to create a fee schedule that meets their needs and objectives.
Background
SUGDEN WEALTH MANAGEMENT, LLC was founded in 2005 by John Sugden, a highly experienced financial advisor with over 25 years of industry experience. Under his leadership, the firm has become a trusted name in the financial industry, known for its personalized approach, expert knowledge, and exceptional service. The team of advisors at SUGDEN WEALTH MANAGEMENT, LLC has a vast range of qualifications and accreditations, ensuring that clients receive the highest level of expertise and support.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), SUGDEN WEALTH MANAGEMENT, LLC is legally obligated to disclose any potential conflicts of interest to its clients. The firm has a strict Code of Ethics that outlines its commitment to acting in the best interests of its clients and maintaining the highest standards of professionalism, integrity, and transparency. Clients can also access the firm’s Form ADV, which contains important information about the firm, its services, fees, and any potential conflicts of interest.