How does ALASKA PERMANENT CAPITAL MANAGEMENT CO. help clients – Key Takeaways:
ALASKA PERMANENT CAPITAL MANAGEMENT CO. is a highly reputable financial advisor that provides personalized financial services to clients. Here are some key takeaways on how they can help their clients:
- Utilize their expertise and knowledge to create customized financial plans for each client’s unique needs and goals.
- Stay up-to-date on market trends and changes to provide relevant and timely advice.
- Offer a variety of financial services to meet the diverse needs of their clients.
- Work with various client types, including individuals, families, and businesses.
- Ensure transparency in their fees and compensation structure.
- Have a solid background with years of experience and a team of highly qualified advisors.
- Disclose all necessary information and potential conflicts of interest to clients.
Facts and Insights
According to publicly available information, ALASKA PERMANENT CAPITAL MANAGEMENT CO.’s assets under management (AUM) as of December 31, 2020, were $1.5 billion. The company has a total of six advisors, with an average of $250 million in AUM per advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Average AUM per Advisor | Total AUM |
|---|---|---|---|
| 1990 | 6 | $250 million | $1.5 billion |
Financial Services Offered
ALASKA PERMANENT CAPITAL MANAGEMENT CO. offers a variety of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Charitable giving
- Budgeting and cash flow analysis
Client Types
The company works with various client types, including:
- Individuals
- Families
- Retirees
- Business owners
Fees & Compensation
ALASKA PERMANENT CAPITAL MANAGEMENT CO. operates on a fee-only structure, meaning they do not earn commissions or bonuses for recommending specific products to clients. This ensures objectivity and transparency in their advice. Their fees are based on a percentage of AUM, with the average fee ranging from 1% to 1.5%.
Background
ALASKA PERMANENT CAPITAL MANAGEMENT CO. was founded in 1990 and has been in business for over 30 years. The company’s team of advisors has an average of 20 years of experience in the financial industry, and all advisors hold relevant certifications and licenses, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
ALASKA PERMANENT CAPITAL MANAGEMENT CO. is a registered investment advisor (RIA) and is required by law to disclose any potential conflicts of interest or disciplinary history to clients. As of the current date, the company has no disciplinary actions or regulatory events on record.