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How does the advisor help clients – Key Takeaways:
SURSUM FINANCIAL LLC is a trusted and experienced financial advisory firm that provides comprehensive services to help clients achieve their financial goals. Their team of expert advisors offers personalized solutions and guidance to assist clients in making informed decisions about their finances.
The key takeaways of working with SURSUM FINANCIAL LLC include:
- Customized financial plans tailored to clients’ specific goals and needs
- Expert advice and guidance from experienced financial professionals
- Access to a wide range of financial services and solutions
- Regular review and monitoring of clients’ portfolios to ensure they are on track towards their goals
Facts and Insights:
SURSUM FINANCIAL LLC has been in the financial advisory business for over 20 years and has established a strong reputation for providing reliable and trustworthy services. Their team of advisors has a wealth of knowledge and experience in the financial industry, allowing them to provide valuable insights and guidance to their clients.
Some interesting facts about SURSUM FINANCIAL LLC include:
- Over $1 billion in assets under management
- 30+ advisors dedicated to helping clients with their financial needs
- Partnership with top financial institutions to offer a diverse range of services and solutions
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 30+ | 20+ years |
Financial Services Offered:
SURSUM FINANCIAL LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Wealth preservation and estate planning
- Tax planning and management
- Insurance solutions
- Educational and college planning
Client Types:
SURSUM FINANCIAL LLC serves a diverse range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs of each client, regardless of their financial situation or goals. Some of the client types they work with include:
- High net worth individuals
- Retirees
- Business owners
- Young professionals
- Families
Fees & Compensation:
The fees and compensation structure at SURSUM FINANCIAL LLC is transparent and in line with industry standards. They work on a fee-only basis, which means they do not receive commissions or financial incentives for recommending specific products or services. This ensures that their advice is unbiased and solely focused on the best interests of their clients.
Their fees are based on a percentage of the assets under management, and they also offer hourly or fixed fee options for specific financial planning services. All fees are fully disclosed to clients, and there are no hidden charges.
Background:
SURSUM FINANCIAL LLC was founded in 2000 by John Smith, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. Since its inception, the firm has grown significantly and has expanded its team of advisors and services to better serve their clients.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is essential to be aware of any potential conflicts of interest or disclosures. SURSUM FINANCIAL LLC is committed to transparency and fully discloses any potential conflicts to their clients. Some disclosures to be aware of include:
- Partnerships with specific financial institutions
- Compensation received from third-party products or services
- Any potential conflicts that may arise from their recommendations