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How does the advisor help clients – Key Takeaways:
SEGALL BRYANT & HAMILL provides comprehensive financial services to help clients plan for their future and achieve their financial goals. Their experienced team of advisors offers personalized solutions based on each client’s unique financial situation. Their services range from investment management to retirement planning and estate planning.
Facts and Insights
SEGALL BRYANT & HAMILL has been in the financial services industry for over 25 years, providing quality advice and support to their clients. They have a strong track record of helping clients grow their wealth and maintain financial stability through various market conditions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $16.5 billion | 110 | Over 25 years |
Financial Services Offered
SEGALL BRYANT & HAMILL offers a wide range of financial services to help clients with their individual needs. This includes investment management, financial planning, retirement planning, estate planning, and tax planning. Their team of advisors works with clients to create customized strategies and solutions to help them achieve their financial goals.
Client Types
SEGALL BRYANT & HAMILL serves a diverse set of clients, including high net worth individuals, families, businesses, and institutions. They have the expertise to cater to the unique needs of each client and provide tailored solutions that align with their financial goals and risk tolerance.
Fees & Compensation
SEGALL BRYANT & HAMILL uses a fee-only model, meaning they do not receive any commissions from the products they recommend. They are transparent about their fees and only charge a percentage of assets under management. This encourages them to act in the best interest of their clients and provide unbiased advice.
Background
SEGALL BRYANT & HAMILL was founded in 1994 by John Segall, Ron Bryant, and Brian Hamill. They have since grown into a successful investment advisory firm with over $16 billion in assets under management. Their team of experienced advisors is dedicated to helping clients achieve financial success and providing the highest level of service.
Financial Advisor Disclosures to Know
As a registered investment advisor, SEGALL BRYANT & HAMILL adheres to strict regulatory standards and has a fiduciary duty to act in their clients’ best interests. They are also required to disclose any potential conflicts of interest to their clients and provide transparency in their fee structure. Clients can trust that their advisors are always working in their best interest and prioritizing their financial goals.