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How does the advisor help clients – Key Takeaways:
Sunset Strategic Financial Advisors, LLC is a trusted financial advisory firm that provides personalized and comprehensive financial services to their clients. With a team of experienced advisors, they help their clients build and manage their wealth, plan for their future, and achieve their financial goals.
Facts and Insights
- Sunset Strategic Financial Advisors, LLC has been in business for over 15 years, since 2006.
- They have a team of over 10 financial advisors, with a combined experience of over 100 years in the industry.
- The firm has over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $500 million | Over 10 |
Financial Services Offered
Sunset Strategic Financial Advisors, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm caters to a variety of clients, including individuals, families, and businesses. Their clients range from high net worth individuals to middle-income families, and they pride themselves on providing personalized services to each client, regardless of their financial situation.
Fees & Compensation
Sunset Strategic Financial Advisors, LLC operates on a fee-only compensation structure, meaning their fees are based on a percentage of the assets under management. This allows them to be unbiased and act in the best interest of their clients. They do not receive any commissions or incentives for recommending specific products or services.
Background
The team at Sunset Strategic Financial Advisors, LLC has extensive experience and expertise in financial planning and investment management. They hold various professional designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and are committed to ongoing education and training to stay current with industry trends and regulations.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is essential to be aware of any potential conflicts of interest or disclosures. Sunset Strategic Financial Advisors, LLC takes transparency seriously and provides all necessary disclosures to their clients before entering into an advisory relationship. Some of the disclosures include any potential conflicts of interest, any affiliations with other financial institutions, and the firm’s compensation structure.