…
How does the advisor help clients – Key Takeaways:
AMEN CAPITAL MANAGEMENT, LLC is a financial advisory firm that specializes in providing comprehensive financial planning services to individuals and families. They are dedicated to helping their clients achieve their financial goals and make sound investment decisions. Their team of experienced advisors offers personalized solutions and ongoing support to ensure their clients’ financial success.
Facts and Insights
AMEN CAPITAL MANAGEMENT, LLC has been in business for 10 years and currently manages over $500 million in assets. They have a total of 5 advisors on their team, who collectively have over 50 years of experience in the financial services industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
AMEN CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their main services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education savings planning
Client Types
AMEN CAPITAL MANAGEMENT, LLC works with a variety of clients, including individuals, families, and small business owners. They have experience in dealing with clients from different financial backgrounds and are committed to providing personalized solutions to meet their unique needs and goals.
Fees & Compensation
AMEN CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with those of their clients, as they only earn more when their clients’ investments perform well. They also offer transparent and straightforward pricing, with no hidden fees or commissions.
Background
The team at AMEN CAPITAL MANAGEMENT, LLC is made up of highly qualified financial advisors who hold various credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are dedicated to ongoing education and keeping up with the latest trends and developments in the financial industry to provide the best advice and guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, AMEN CAPITAL MANAGEMENT, LLC is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times. They have no conflicts of interest and do not receive any commissions on the products they recommend, ensuring unbiased and objective financial advice for their clients.