How does the advisor help clients – Key Takeaways:
111 WEST CAPITAL LLC is a financial firm that specializes in providing expert financial advice to its clients. The firm works with a wide range of individuals and businesses, offering personalized and comprehensive financial planning services. Here are some key takeaways on how 111 WEST CAPITAL LLC helps its clients:
- Provides personalized financial planning and investment advice
- Offers a wide range of financial services and solutions
- Fosters long-term relationships with clients
- Uses a holistic approach to financial planning
- Focuses on achieving clients’ financial goals
Facts and Insights
Founded in 2005, 111 WEST CAPITAL LLC has been a trusted financial advisor for over 15 years. The firm is headquartered in New York City and has a team of experienced and knowledgeable financial advisors. With a client-centric approach, 111 WEST CAPITAL LLC strives to provide the best financial advice and solutions to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
| 2006 | 15 | $800 million |
| 2007 | 20 | $1 billion |
Financial Services Offered
111 WEST CAPITAL LLC offers a wide range of financial services to help clients achieve their goals. These services include investment management, retirement planning, tax planning, insurance planning, estate planning, and more. The firm also provides comprehensive financial planning services, taking into account clients’ unique financial situations and goals.
Client Types
111 WEST CAPITAL LLC caters to a diverse range of clients, including individuals, families, and businesses. The firm works with clients at all income levels and provides tailored financial advice and solutions to meet their specific needs and goals.
Fees & Compensation
As a fee-only financial advisor, 111 WEST CAPITAL LLC does not earn commissions or any other form of compensation for recommending financial products or services. Instead, the firm charges a percentage of the assets under management as its fee. This fee structure aligns the interests of the firm with those of its clients, as the firm’s revenue is directly tied to the performance of clients’ investments.
Background
The team at 111 WEST CAPITAL LLC has a strong background in finance and wealth management. Each advisor has years of experience in the industry and holds relevant certifications and licenses. The firm also emphasizes continuing education and regularly conducts training workshops for its advisors to ensure they are up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
Being a registered investment advisor, 111 WEST CAPITAL LLC has a fiduciary responsibility to act in the best interests of its clients. This means the firm must disclose any potential conflicts of interest and always put clients’ interests ahead of its own. Additionally, the firm has a clean compliance record with no disciplinary actions or legal proceedings.