How does the advisor help clients – Key Takeaways:
ACCRESCENT CAPITAL MANAGEMENT LLC is a trusted financial advisor that helps clients achieve their financial goals through expert guidance and personalized strategies. With years of experience and a team of knowledgeable advisors, they provide a comprehensive range of financial services that are tailored to meet each client’s unique needs.
Facts and Insights
Founded in 2010, ACCRESCENT CAPITAL MANAGEMENT LLC is a registered investment advisor that specializes in wealth management, retirement planning, and investment management services. With a focus on building long-term relationships, they have established a strong reputation for providing top-quality financial advice and exceptional customer service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
Financial Services Offered
ACCRESCENT CAPITAL MANAGEMENT LLC offers a wide range of financial services, including wealth management, retirement planning, investment management, tax planning, estate planning, and risk management. Their team of experts work closely with clients to develop customized plans that align with their unique financial situations and long-term goals.
Client Types
ACCRESCENT CAPITAL MANAGEMENT LLC serves a diverse client base, including high-net-worth individuals, families, and business owners. Their services are also available to corporations, trusts, and other institutional clients. Regardless of the client type, they strive to provide exceptional service and personalized solutions to help them achieve their financial objectives.
Fees & Compensation
As a fee-only financial advisor, ACCRESCENT CAPITAL MANAGEMENT LLC does not receive compensation from third parties, such as commissions or referral fees. Instead, they charge a percentage of assets under management, which allows for fee transparency and eliminates any potential conflicts of interest. This fee structure ensures that their interests are aligned with their clients and that they work towards achieving their clients’ best financial interests.
Background
The team at ACCRESCENT CAPITAL MANAGEMENT LLC consists of experienced professionals, including certified financial planners (CFPs), chartered financial analysts (CFAs), and registered investment advisors (RIAs). With a combined experience of over 50 years, they have the expertise and knowledge to provide reliable financial advice and help clients make informed decisions about their financial future.
Financial Advisor Disclosures to Know
As a registered investment advisor, ACCRESCENT CAPITAL MANAGEMENT LLC is required to disclose any potential conflicts of interest and any disciplinary history. They have no disclosures to report, indicating a clean record of adhering to industry regulations and ethical standards. This further demonstrates their commitment to providing transparent, trustworthy, and ethical financial services to their clients.