How does the advisor help clients – Key Takeaways:
AGNEW CAPITAL MANAGEMENT LLC provides a wide range of financial services to help clients reach their financial goals. They offer personalized and comprehensive financial planning and investment management services to individuals, families, and businesses.
Some key takeaways of working with this financial expert include:
- Personalized and customized financial solutions to meet individual needs and goals
- Extensive experience and expertise in investment management and financial planning
- Commitment to transparency and client education throughout the financial planning process
Facts and Insights
Here are some key facts and insights about AGNEW CAPITAL MANAGEMENT LLC:
- Assets under management: $500 million
- Number of advisors: 8
- Time in business: 10 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 10 years |
Financial Services Offered
AGNEW CAPITAL MANAGEMENT LLC offers a range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
- Insurance and risk management
- Business planning and consultation
Client Types
AGNEW CAPITAL MANAGEMENT LLC caters to a diverse range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Retirees
- Young professionals
- Non-profit organizations
- Trusts and estates
Fees & Compensation
AGNEW CAPITAL MANAGEMENT LLC works on a fee-only basis, which means they are compensated solely by the fees paid by their clients. This ensures complete transparency and removes any conflicts of interest. Their fees are based on a percentage of assets under management and are calculated based on the complexity of each client’s financial situation.
Background
AGNEW CAPITAL MANAGEMENT LLC was founded in 2010 by Jane Agnew, a highly experienced and knowledgeable financial advisor. Jane has over 20 years of experience in the financial industry and holds several professional designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is essential to understand their approach and potential conflicts of interest. Some important disclosures to know about AGNEW CAPITAL MANAGEMENT LLC include:
- They are a fee-only advisory firm
- They have a fiduciary duty to act in their clients’ best interests at all times
- They do not have any disciplinary actions or regulatory violations on their record
- They operate under a strict code of ethics and professional standards
- They do not receive any commissions or incentives for recommending specific products