118 WEST CAPITAL MANAGEMENT LLC
118 West Capital Management LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, 118 West Capital Management provides personalized and comprehensive financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial services
- Assists individuals, families, and businesses in achieving their financial goals
- Offers expertise and guidance in financial planning and investment management
Facts and Insights
118 West Capital Management LLC has been in the financial industry for over 15 years. During this time, the firm has helped numerous clients successfully navigate through various economic cycles and achieve their financial objectives. The firm is known for its expertise in financial planning and investment management, and is committed to providing exceptional service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
| 2010 | $1 billion | 15 |
| 2015 | $2.5 billion | 20 |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Risk management
- Insurance services
Client Types
118 West Capital Management LLC serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Small business owners
- Retirees
- Trusts
- Foundations
Fees & Compensation
118 West Capital Management LLC operates on a fee-only basis, which means their compensation is solely based on the fees paid by their clients. This structure ensures that the advisors’ interests are aligned with their clients’ best interests. The firm is committed to transparency and discloses all fees and potential conflicts of interest to their clients.
Background
The team at 118 West Capital Management LLC has extensive experience and expertise in the financial industry. The firm’s advisors hold various professional certifications and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The team regularly engages in continuing education to stay current with industry trends and changing regulations in order to provide the best service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, 118 West Capital Management LLC is required to disclose certain information to their clients. This includes any potential conflicts of interest, fees and compensation structure, and any disciplinary actions taken against the firm or its advisors. The firm’s Form ADV, which is publicly available, provides detailed information on these disclosures.