How does ALIGN PARTNERS CAPITAL MANAGEMENT INC. help clients – Key Takeaways:
ALIGN PARTNERS CAPITAL MANAGEMENT INC. provides a range of financial services to help individuals and businesses reach their financial goals. Their team of experienced advisors offer personalized solutions and aim to build long-term relationships with their clients.
Facts and Insights
ALIGN PARTNERS CAPITAL MANAGEMENT INC. was founded in 2005 and is headquartered in New York City. They have over 50 advisors and manage assets worth over $1 billion.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) in millions |
|---|---|---|
| 2005 | 50+ | $1,000+ |
Financial Services Offered
- Investment Management
- Wealth Planning and Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
Client Types
ALIGN PARTNERS CAPITAL MANAGEMENT INC. serves a diverse range of clients including high net worth individuals, families, and businesses.
Fees & Compensation
ALIGN PARTNERS CAPITAL MANAGEMENT INC. charges a percentage of AUM as their fees, typically ranging from 1-2%. They may also receive commissions from product manufacturers.
Background
ALIGN PARTNERS CAPITAL MANAGEMENT INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). They operate under a fiduciary duty, meaning they are legally obligated to act in the best interests of their clients.
Financial Advisor Disclosures to Know
ALIGN PARTNERS CAPITAL MANAGEMENT INC. has a clean record and has not received any disciplinary actions from regulators. They are also transparent about their fees and any potential conflicts of interest that may arise.