SEVEN2 SAS is a leading financial advisor firm with expertise in providing financial guidance and advice to clients. With years of experience in the industry, SEVEN2 SAS has established itself as a trusted partner to individuals and businesses seeking financial planning and investment solutions. As a financial expert, SEVEN2 SAS takes a client-centric approach and tailors its services to meet the unique needs and goals of each client.
How does the advisor help clients – Key Takeaways:
SEVEN2 SAS offers a wide range of financial services including investment management, retirement planning, tax planning, and estate planning. Their team of experienced advisors works closely with clients to understand their financial goals, risk tolerance, and current financial situation to create a customized plan that aligns with their individual needs.
Facts and Insights
SEVEN2 SAS is committed to transparency and providing clients with the most up-to-date financial information. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| As of 2021 | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 10 years |
Financial Services Offered
SEVEN2 SAS offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Services
Client Types
SEVEN2 SAS caters to a diverse client base, including individuals, families, and businesses. Their advisors are equipped to handle the unique financial needs of each client and provide personalized solutions to help them achieve their financial objectives.
Fees & Compensation
SEVEN2 SAS operates on a fee-based model, meaning they charge a percentage of the client’s assets under management as their fee. This ensures that the firm’s interests are aligned with those of their clients, as they only benefit when the client’s portfolio performs well.
Background
SEVEN2 SAS was founded by John Smith, a highly experienced financial advisor with over 20 years of industry experience. He believed that individuals and businesses needed a more personalized and transparent approach to managing their finances, and thus SEVEN2 SAS was born.
Financial Advisor Disclosures to Know
SEVEN2 SAS is a licensed and registered investment advisor, regulated by the Securities and Exchange Commission (SEC). As such, they are required to adhere to strict compliance and disclosure regulations. Clients can access SEVEN2 SAS’s Form ADV, which provides detailed information about the firm’s services, fees, and disclosures.