How does the advisor help clients – Key Takeaways:
ANGELL CAPITAL MANAGEMENT, LLC provides expert financial advice to their clients, helping them to achieve their financial goals and secure their future. Through their services, clients can expect tailored financial solutions, professional guidance, and personalized attention to their unique needs.
Facts and Insights
ANGELL CAPITAL MANAGEMENT, LLC is a reputable financial firm that has been in business for over 15 years. They have a team of experienced and knowledgeable financial advisors who are dedicated to providing the best possible service to their clients. The company is committed to upholding the highest ethical standards and putting their clients’ needs first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ANGELL CAPITAL MANAGEMENT, LLC offers a wide range of financial services, including but not limited to:
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
Client Types
ANGELL CAPITAL MANAGEMENT, LLC serves a diverse client base, including individuals, families, and businesses. Their clients range from high-net-worth individuals to small business owners and everything in between. No matter their clients’ financial situation, the company is dedicated to helping them achieve their financial goals.
Fees & Compensation
The fees and compensation structure at ANGELL CAPITAL MANAGEMENT, LLC is transparent and straightforward. The company charges a fee based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ best interests. They do not receive any commissions or third-party payments, so clients can trust that their recommendations are unbiased.
Background
ANGELL CAPITAL MANAGEMENT, LLC was founded by John Angell, a highly experienced financial advisor with over 25 years of experience in the industry. He has a degree in finance and has also earned the prestigious Certified Financial Planner (CFP) designation. With his expertise and the support of a dedicated team, the company has grown to become a trusted name in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, ANGELL CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. They are committed to transparency and always disclose any potential conflicts, placing their clients’ interests above their own.