How does THE STALDER GROUP help clients – Key Takeaways:
THE STALDER GROUP is a financial advisory firm that provides personalized financial planning and investment management services to individual and institutional clients. As a team of experienced financial professionals, the advisors at THE STALDER GROUP aim to help clients achieve their financial goals by creating a comprehensive financial plan tailored to their unique needs.
Facts and Insights:
Founded in 2010, THE STALDER GROUP has over 10 years of experience in the financial industry. The firm is headquartered in New York City and also has offices in Los Angeles and Chicago. With a total of 50 advisors, the firm has assets under management (AUM) of $2 billion.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 advisors | 10+ years |
Financial Services Offered:
THE STALDER GROUP offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm utilizes a holistic approach to financial planning and works closely with clients to understand their goals and create a customized plan to help them achieve them.
Client Types:
THE STALDER GROUP serves a diverse range of clients, including high-net-worth individuals, families, businesses, and institutions. The firm’s advisors work closely with each client to understand their unique financial situation and design a plan that suits their needs.
Fees & Compensation:
THE STALDER GROUP charges clients a percentage of their AUM for investment management services. The firm’s fees are based on a tiered pricing structure, with higher account balances receiving a lower percentage fee. For financial planning services, the firm charges an hourly or project-based fee, depending on the complexity of the client’s needs. THE STALDER GROUP is a fee-only firm, which means they do not earn commissions for selling financial products, ensuring that their recommendations are always in the best interest of their clients.
Background:
The founder and president of THE STALDER GROUP, John Stalder, CFP®, has over 25 years of experience in the financial industry. He and the rest of the team at THE STALDER GROUP have a wealth of experience and expertise in investment management, financial planning, and retirement planning. The firm prides itself on its commitment to providing exceptional service and building long-term relationships with its clients.
Financial Advisor Disclosures to Know:
THE STALDER GROUP is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As a registered investment advisor, the firm is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests. Additionally, the firm has no regulatory or disciplinary actions on record.
In conclusion, THE STALDER GROUP is a reputable and experienced financial advisory firm that offers a comprehensive range of financial services to its diverse client base. With a team of dedicated and knowledgeable advisors, the firm is committed to helping clients achieve their financial goals and build a secure financial future.