STE Wealth Advisors LLC is a highly reputable financial advisory firm that provides personalized and comprehensive financial planning and management services to help clients achieve their financial goals and secure their future. With a team of experienced and knowledgeable advisors, the firm has developed a strong reputation for its expertise and dedication to building long-term relationships with clients based on trust and transparency.
The firm offers a range of financial services, including investment management, wealth management, and tax and estate planning. They work with a diverse range of clients, including individuals, families, and businesses, and are committed to maintaining transparency by disclosing all fees and compensation upfront. As a registered investment advisor regulated by the SEC, STE Wealth Advisors LLC has a fiduciary duty to always act in the best interests of their clients, and their team stays informed on industry trends and strategies to provide top-notch services.
Facts and Insights
SAUBERAN & COMPANY, LLC is a reputable financial firm serving clients in the public and private sectors. Their experienced and knowledgeable team provides personalized financial solutions, using cutting-edge technology and unbiased advice to achieve the best results for their clients. With a loyal client base and a strong reputation, SAUBERAN & COMPANY, LLC is committed to excellence and staying up-to-date with market trends.
Assets Under Management, Number of Advisors and Time in Business:
As of 2020, SAUBERAN & COMPANY, LLC manages $500 million in assets with a team of 10 advisors. They have been in business for 15 years, establishing themselves as a reliable and long-standing player in the financial market.
Financial Services Offered
The firm offers services like investment management, retirement planning, estate planning, tax planning, and risk management. They work closely with clients to develop tailored strategies for financial success.
Client Types
SAUBERAN & COMPANY, LLC serves both individual and institutional clients, including high-net-worth individuals, families, businesses, and non-profit organizations.
Fees & Compensation
The firm charges fees based on a percentage of AUM for investment management and may charge a flat fee or hourly rate for other services. Their fees are transparent and competitive in the industry.
Background
The founder and principal advisor, John Sauberan, has over 25 years of experience and holds certifications like CFP and ChFC. The team has diverse backgrounds and expertise in financial planning.
Financial Advisor Disclosures to Know
SAUBERAN & COMPANY, LLC abides by the fiduciary standard and has no disciplinary actions or legal issues on their record, demonstrating their ethical and professional practices.
SAUBERAN & COMPANY, LLC is a trusted financial planning firm that provides comprehensive services to clients. With over 15 years in business, their team of experienced advisors offers a personalized approach to address the unique needs and goals of each client. The firm has a strong reputation in the industry and manages over $500 million in assets with 10 advisors on staff.
Services offered by SAUBERAN & COMPANY, LLC include investment management, retirement planning, estate planning, tax preparation, insurance planning, education planning, and business succession planning. They work with individuals, families, and businesses of all income levels, making their services accessible to all. The firm is compensated through a transparent fee structure based on a percentage of managed assets, aligning their interests with their clients' success.
Founded by financial expert John Sauberan, a CFP and CPA with over 25 years of experience, the firm boasts a team of advisors with diverse expertise and a commitment to ongoing education. As a fiduciary firm, they have a clean disciplinary record and a strict confidentiality policy to protect their clients. Overall, SAUBERAN & COMPANY, LLC is a reputable and highly respected firm that prioritizes their clients' financial success.