About ABBOTT CAPITAL MANAGEMENT CORP.
ABBOTT CAPITAL MANAGEMENT CORP. is a leading financial management firm that has been providing expert financial advice and services to clients for over 25 years. With a team of experienced financial professionals, the firm has established itself as a trusted advisor, helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and services
- Helps clients achieve their financial goals
- Established as a trusted advisor with over 25 years of experience
Facts and Insights
Below are some key facts and insights about ABBOTT CAPITAL MANAGEMENT CORP. that showcase the firm’s expertise and success in the financial management industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 25+ years |
Financial Services Offered
ABBOTT CAPITAL MANAGEMENT CORP. offers a comprehensive range of financial services to clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- Businesses
- Trusts
- Non-profit organizations
Fees & Compensation
ABBOTT CAPITAL MANAGEMENT CORP. operates on a fee-only basis, meaning the firm does not receive any commissions or compensation based on the sale of financial products. This ensures that the firm’s advice is unbiased and in the best interest of its clients.
Background
The firm was founded in 1996 by John Abbott, a seasoned financial professional with over three decades of experience in the industry. Under his leadership, ABBOTT CAPITAL MANAGEMENT CORP. has grown to become a reputable and highly sought-after financial management firm.
Financial Advisor Disclosures to Know
When choosing a financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. ABBOTT CAPITAL MANAGEMENT CORP. has a clean track record with no disclosures to report. This highlights the firm’s commitment to ethical and transparent practices.