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About 95 IMPACT CAPITAL, INC.
95 IMPACT CAPITAL, INC. is a reputable financial firm that specializes in providing expert financial advice and services to its clients. With years of experience and a team of knowledgeable and dedicated advisors, 95 IMPACT CAPITAL, INC. is committed to helping its clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Tailored financial solutions based on individual client needs
- Comprehensive financial services and support
- Transparent and ethical business practices
Facts and Insights
Here are some key facts and insights about 95 IMPACT CAPITAL, INC. as a financial firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
These numbers speak volumes about the success and trustworthiness of 95 IMPACT CAPITAL, INC. as a financial firm.
Financial Services Offered
95 IMPACT CAPITAL, INC. offers a wide range of financial services to help its clients achieve their financial goals. These services include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
The team at 95 IMPACT CAPITAL, INC. has expertise in all these areas and can provide tailored solutions to meet the unique needs of each client.
Client Types
95 IMPACT CAPITAL, INC. caters to a diverse range of clients including:
- Individuals
- Families
- Small business owners
- Corporate executives
The firm’s services are designed to benefit all types of clients, regardless of their financial situation.
Fees & Compensation
95 IMPACT CAPITAL, INC. believes in transparent and ethical business practices, which is why it is upfront about its fees and compensation structure. The firm charges a percentage of the assets under management as its fee, and also offers commission-based services. This ensures that the interests of the clients are always put first.
Background
95 IMPACT CAPITAL, INC. was founded in 2005 with the aim of helping individuals and businesses achieve their financial goals and build lasting wealth. The firm has a team of experienced and qualified advisors who are committed to providing exceptional service to their clients. 95 IMPACT CAPITAL, INC. is registered with the Securities and Exchange Commission (SEC) and operates under strict compliance with all regulatory guidelines.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. As such, 95 IMPACT CAPITAL, INC. discloses the following information to its clients:
- Any affiliations with other financial firms or companies
- Any potential conflicts of interest in recommending certain investments
- Any history of disciplinary actions or complaints
- Any other relevant information that may impact the client’s financial decisions
By being transparent and open about these disclosures, 95 IMPACT CAPITAL, INC. aims to build trust and confidence with its clients.