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How does the advisor help clients – Key Takeaways:
APPIAN WAY CAPITAL ADVISORS, LLC is a leading financial firm that provides expert advice and guidance to clients seeking to optimize their financial portfolios. The team at APPIAN WAY CAPITAL ADVISORS has years of experience and deep knowledge of the financial markets, making them a trusted partner for clients looking to achieve their financial goals.
Some of the key takeaways of the services provided by APPIAN WAY CAPITAL ADVISORS include:
- Personalized financial planning tailored to individual client needs and goals
- Expert investment recommendations and portfolio management
- Comprehensive financial education to help clients make informed decisions
- Accessibility and responsiveness, with a focus on building long-term client relationships
Facts and Insights
For over a decade, APPIAN WAY CAPITAL ADVISORS has been providing top-notch financial services to clients. During this time, they have managed to amass a wealth of insights and expertise in the ever-changing financial landscape.
Some noteworthy facts about APPIAN WAY CAPITAL ADVISORS include:
- Assets Under Management: $500 million (as of September 2020)
- Number of Advisors: 15
- Time in Business: Over 10 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
APPIAN WAY CAPITAL ADVISORS offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
- Education planning
- And more
Client Types
APPIAN WAY CAPITAL ADVISORS serves a diverse client base, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services accordingly.
Some of the types of clients that benefit from the services of APPIAN WAY CAPITAL ADVISORS include:
- High net worth individuals
- Small business owners
- Retirees
- Young professionals
- And more
Fees & Compensation
APPIAN WAY CAPITAL ADVISORS charges a fee based on a percentage of the assets they manage for clients. They believe in being transparent and fair in their fee structure and do not receive any commissions or compensation from third-party companies for recommending their products or services.
Their fee structure is as follows:
| Account Size | Annual Fee |
|---|---|
| $0 to $500,000 | 1.00% |
| $500,000 to $1 million | 0.80% |
| $1 million to $5 million | 0.60% |
| Over $5 million | Customized based on client needs and portfolio complexity |
Background
APPIAN WAY CAPITAL ADVISORS was founded in 2009 by financial experts with a shared goal of helping clients achieve financial success. With a focus on personalized financial planning and expert portfolio management, they have helped countless clients navigate the complexities of the financial market and build their wealth.