How does the advisor help clients – Key Takeaways:
If you’re considering working with a financial advisor and are interested in knowing more about SUN GLOBAL LLC, this article will provide you with the key takeaways that make this firm stand out. Offering a wide range of financial services and catering to various client types, SUN GLOBAL LLC has a proven track record of providing expert financial advice to help clients achieve their long-term financial goals.
Facts and Insights
Founded in 2005, SUN GLOBAL LLC has been in the financial services industry for over 15 years. In that time, the firm has managed over $2 billion in assets under management, providing clients with comprehensive financial planning and investment management services. With a team of experienced advisors, SUN GLOBAL LLC is well-equipped to navigate clients through various market conditions and help them achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | 15 years |
Financial Services Offered
SUN GLOBAL LLC offers a comprehensive range of financial services to help clients reach their financial goals. These include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also provides clients with access to a variety of investment options, including stocks, bonds, mutual funds, and alternative investments.
Client Types
SUN GLOBAL LLC caters to a diverse range of client types, including high-net-worth individuals, families, and small business owners. The firm understands that each client has unique financial needs and therefore offers personalized solutions to help them achieve their financial objectives.
Fees & Compensation
SUN GLOBAL LLC offers fee-only financial planning services, meaning that the firm is compensated only by the fees paid by clients and does not receive any commissions or third-party payments. This structure ensures that the firm’s advice is always in the best interest of the client, without any conflicts of interest.
Background
SUN GLOBAL LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the financial services industry. Along with a team of experienced advisors, John has built a reputation for providing personalized, objective, and transparent financial advice to clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their disclosures. SUN GLOBAL LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and has a clean record with no disciplinary actions or regulatory sanctions. The firm is legally bound to act in the best interest of its clients and is held to a fiduciary standard of care.