…
How does the advisor help clients – Key Takeaways:
SVRN Asset Management, LLC is a top-notch financial advisory firm that provides expert advice and services to help clients manage and grow their wealth. With years of experience and a team of highly qualified advisors, SVRN Asset Management, LLC offers a range of financial services for individuals, families, and businesses. Here are the key takeaways on how this firm helps its clients:
- Offers personalized financial solutions based on individual needs and goals
- Utilizes a disciplined and research-driven approach for investments
- Provides robust risk management strategies to protect client investments
- Fosters long-term relationships with clients through open communication and transparency
- Empowers clients with education and resources to make informed financial decisions
Facts and Insights
SVRN Asset Management, LLC was founded in 2005 by a team of experienced financial professionals who share a passion for helping individuals and businesses achieve financial success. Located in New York City, this firm has consistently been recognized for its outstanding performance and exceptional service. Here are some facts and insights about SVRN Asset Management, LLC:
- Over $500 million in assets under management (as of 2021)
- Boasts a team of 10 highly qualified advisors
- Over 15 years of experience in the financial industry
- Has a diverse client base including high-net-worth individuals, families, and businesses
- Provides services to clients across the United States
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million+ | 10 |
Financial Services Offered
SVRN Asset Management, LLC strives to meet the diverse financial needs of its clients through a comprehensive range of services, including:
- Wealth Management
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Risk Management
- Business Succession Planning
Client Types
SVRN Asset Management, LLC caters to various types of clients, including:
- High-net-worth individuals
- Families
- Businesses
Fees & Compensation
SVRN Asset Management, LLC believes in transparency and ensures that all fees and compensation are clearly communicated to clients. The firm operates on a fee-only basis, meaning it does not earn any commissions or third-party payments. The fee structure is based on a percentage of the assets under management and typically ranges from 0.5% to 1.5%. Clients can also opt for a fixed or hourly fee arrangement based on their needs.
Background
SVRN Asset Management, LLC was founded by a team of experienced financial professionals who have a combined experience of over 50 years in the industry. The company’s founders firmly believe in a disciplined and research-driven investment approach, backed by a strong risk management strategy. This philosophy has helped the firm grow and achieve success over the years.
Financial Advisor Disclosures to Know
As a registered investment advisor, SVRN Asset Management, LLC has a fiduciary duty to act in the best interest of its clients. They are required to disclose any potential conflicts of interest and operate with utmost transparency. The firm is also registered with the Securities and Exchange Commission (SEC), and its advisors hold appropriate licenses and registrations. Clients can access the firm’s Form ADV, which provides detailed information about the firm’s services, fees, and business practices.