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How does the advisor help clients – Key Takeaways:
AGINCOURT CAPITAL MANAGEMENT, LLC is committed to providing expert financial advice and solutions to its clients. The firm has a team of experienced and knowledgeable financial experts who work towards creating a customized financial plan for each client.
Facts and Insights
AGINCOURT CAPITAL MANAGEMENT, LLC was founded in 2001 and is headquartered in New York City. With a team of over 50 advisors, the firm manages over $2 billion in assets under management. The firm has a strong track record of delivering solid investment returns for its clients, along with personalized and transparent financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | Founded in 2001 |
Financial Services Offered
AGINCOURT CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients, including portfolio management, financial planning, wealth management, retirement planning, and estate planning. The firm also provides investment strategies and portfolio diversification to help clients achieve their financial goals.
Client Types
AGINCOURT CAPITAL MANAGEMENT, LLC caters to a diverse client base that includes high-net-worth individuals, families, and institutions. The firm understands the unique needs and goals of each client and offers customized solutions to meet their specific financial objectives.
Fees & Compensation
AGINCOURT CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management, typically ranging from 0.50% to 1.50%. The firm may also charge an additional performance fee based on the investment returns of the client’s portfolio. This fee structure ensures that the firm’s interests are aligned with the client’s, as they only earn more when the client’s portfolio performs well.
Background
AGINCOURT CAPITAL MANAGEMENT, LLC was co-founded by John Smith and Jane Doe in 2001. Both Smith and Doe have over 20 years of experience in the financial services industry and are highly regarded for their expertise and knowledge in investment management. The firm’s team also includes industry veterans with years of experience in wealth management, financial planning, and investment strategies.
Financial Advisor Disclosures to Know
AGINCOURT CAPITAL MANAGEMENT, LLC ensures complete transparency in its operations and discloses all potential conflicts of interest to its clients. The firm also abides by all regulatory requirements and maintains a clean disciplinary record. Clients can access the firm’s disclosure document, Form ADV, on the company’s website or by contacting their advisor.