About AMERICAN CAPITAL ADVISORY, LLC
AMERICAN CAPITAL ADVISORY, LLC is a premier financial advisory firm that provides expert financial guidance to clients. With a team of experienced advisors and a wide range of services, they strive to help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning
- Investment management
- Tax planning and management
- Retirement planning
- Estate planning
- Risk management and insurance solutions
Facts and Insights
AMERICAN CAPITAL ADVISORY, LLC has been in business for over 10 years and has a team of 20 experienced advisors. They have been consistently recognized as one of the top financial advisory firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1 billion+ |
|---|---|
| Number of Advisors | 20+ |
| Time in Business | 10+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning and management
- Estate planning
- Insurance solutions
- Education planning
- Business planning
Client Types
- High net worth individuals
- Business owners
- Retirees
- Families
- Young professionals
Fees & Compensation
AMERICAN CAPITAL ADVISORY, LLC is a fee-only firm, which means they do not earn any commissions from recommending certain financial products. Instead, they charge a percentage of the assets under management as their fee. This aligns their interests with their clients’ and ensures unbiased recommendations.
Background
AMERICAN CAPITAL ADVISORY, LLC was founded with the mission to provide comprehensive and personalized financial guidance to clients. Their team of advisors has decades of combined experience and expertise in different areas of financial management.
Financial Advisor Disclosures to Know
AMERICAN CAPITAL ADVISORY, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This requires them to adhere to strict fiduciary standards, which means they are legally obligated to act in their clients’ best interests at all times. Their advisors also have a fiduciary duty to disclose any potential conflicts of interest to their clients.