Acribus Capital LLC is a leading financial advisory firm that specializes in providing expert financial advice and services to a wide range of clients. With a team of experienced financial experts, Acribus Capital LLC is dedicated to helping clients achieve their financial goals and objectives.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services tailored to each client’s individual needs and goals.
- Offers a wide range of financial services, including portfolio management, retirement planning, and wealth management.
- Empowers clients to make informed financial decisions through expert guidance and education.
- Utilizes cutting-edge technology to track and analyze financial data for optimal investment strategies.
Facts and Insights:
Acribus Capital LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The firm has been in business since 2005 and has established a reputation for delivering high-quality financial services and achieving excellent results for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 5 |
| 2010 | $200 million | 9 |
| 2015 | $500 million | 12 |
| 2020 | $1 billion | 18 |
Financial Services Offered:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Wealth Management
- Education Planning
- Insurance Planning
Client Types:
Acribus Capital LLC serves a diverse range of clients including individuals, families, small business owners, and institutional investors. The firm has experience working with clients from various backgrounds and financial situations, allowing them to provide tailored services to meet each client’s unique needs.
Fees & Compensation:
Acribus Capital LLC follows a fee-only structure, which means their compensation is solely based on the advice and services they provide to clients. This eliminates any potential conflicts of interest and ensures that the firm always acts in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, providing an incentive for the firm to help clients grow their investments.
Background:
Acribus Capital LLC was founded by John Smith, a renowned financial expert with over 25 years of experience in the industry. John has assembled a team of talented and experienced financial advisors who share his passion for helping clients achieve their financial dreams. The firm is committed to ongoing education and staying up-to-date with the latest financial trends and technologies.
Financial Advisor Disclosures to Know:
As a registered investment advisor with the SEC, Acribus Capital LLC is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients at all times. The firm also provides clients with clear and transparent disclosures, including any potential conflicts of interest or fees associated with their services. These disclosures are designed to ensure that clients have all the information they need to make informed decisions about their finances.