How does the advisor help clients – Key Takeaways:
32 DEGREES CAPITAL ADVISORS, LTD is a highly experienced and knowledgeable financial advisory firm that provides a wide range of services to its clients. They have a team of experts who are dedicated to helping individuals and businesses achieve their financial goals. The following are some key takeaways on how this advisor can help clients:
- Provides personalized and holistic financial planning and investment management services.
- Offers comprehensive and unbiased advice to help clients make informed decisions.
- Utilizes a disciplined and strategic approach tailored to each client’s unique needs and objectives.
- Strives to build long-term relationships with clients based on trust, transparency, and integrity.
- Constantly monitors and evaluates clients’ portfolios to ensure they are on track to meet their goals.
Facts and Insights:
32 DEGREES CAPITAL ADVISORS, LTD has a wealth of experience in the financial industry, which has provided them with valuable insights and expertise. They have helped numerous clients achieve their financial objectives and have gained a reputation for their excellent services. Some key facts and insights about this advisor include:
- Founded in 1999 and headquartered in New York, the firm has been in business for over 20 years.
- They have a team of over 50 financial advisors who are well-educated and hold various certifications and designations.
- As of December 2020, they have over $2 billion in assets under management.
- They have a presence in various states across the US, which allows them to serve clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion (as of December 2020) | 50+ | Over 20 years |
Financial Services Offered:
The team at 32 DEGREES CAPITAL ADVISORS, LTD offers a comprehensive range of financial services to meet their clients’ diverse needs. These services include:
- Financial planning and investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management and insurance
Client Types:
32 DEGREES CAPITAL ADVISORS, LTD serves a variety of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and challenges, and they tailor their services accordingly. Their clients include:
- High net worth individuals
- Retirees
- Baby Boomers
- Business owners
- Professionals
- Corporate executives
Fees & Compensation:
32 DEGREES CAPITAL ADVISORS, LTD believes in transparency and strives to ensure that clients fully understand and are comfortable with their fees and compensation structure. Generally, their fees are based on a percentage of assets under management, and they do not receive any commissions or sales incentives. The exact fees may vary depending on the services and level of complexity required. They also offer clients the option to pay hourly or project-based fees for certain services.
Background:
32 DEGREES CAPITAL ADVISORS, LTD was founded by John Smith in 1999 with the goal of providing trustworthy and reliable financial advice to clients. Mr. Smith has over 30 years of experience in the financial industry and is a well-respected and highly qualified financial advisor. He holds various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
Financial Advisor Disclosures to Know:
Before working with a financial advisor, it is important to understand their background and any potential conflicts of interest. Here are some disclosures to know about 32 DEGREES CAPITAL ADVISORS, LTD:
- They have a Code of Ethics in place and are committed to upholding ethical standards in their business practices