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How does the advisor help clients – Key Takeaways:
1208 CAPITAL MANAGEMENT, LLC is a financial firm that provides expert advice and guidance to clients in managing their wealth and investments. The firm has a team of experienced professionals who assist clients in achieving their financial goals through personalized strategies and solutions.
Facts and Insights
With over 10 years in the business, 1208 CAPITAL MANAGEMENT, LLC has established a strong presence in the financial industry. As of 2020, the firm has over $500 million in assets under management and a team of 15 advisors, ensuring a personalized and dedicated approach to each client’s needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 15 |
Financial Services Offered
1208 CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm takes a holistic approach to ensure that all aspects of a client’s financial well-being are addressed.
Client Types
1208 CAPITAL MANAGEMENT, LLC caters to a diverse clientele, including high net worth individuals, families, and small businesses. They understand that each client has unique financial needs and tailor their services accordingly to provide the best possible outcomes.
Fees & Compensation
The firm employs a fee-only structure, which means they are compensated solely through fees paid by clients. This ensures that their recommendations are unbiased and in the client’s best interest. The fees are based on a percentage of assets under management, providing a transparent and fair compensation structure.
Background
1208 CAPITAL MANAGEMENT, LLC was founded by a team of financial professionals with extensive knowledge and experience in the industry. The firm continuously strives to stay ahead of market trends and adapt to the changing financial landscape to provide their clients with the best possible advice.
Financial Advisor Disclosures to Know
Before engaging with any financial advisor, it is essential to understand their background and any potential conflicts of interest. 1208 CAPITAL MANAGEMENT, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC), ensuring that they adhere to strict regulations and obligations to act in their clients’ best interest.
In conclusion, 1208 CAPITAL MANAGEMENT, LLC is a trusted financial expert dedicated to helping clients achieve their financial goals through personalized and unbiased advice. With a team of experienced professionals and a range of financial services, they are well-equipped to handle any client’s financial needs.