About APPLIED CAPITAL
APPLIED CAPITAL is a leading financial advisory firm that specializes in helping individuals and businesses achieve their financial goals. With a team of experienced and dedicated advisors, the company provides personalized and comprehensive financial planning services to clients of all backgrounds.
How does the advisor help clients – Key Takeaways:
- Personalized and comprehensive financial planning services
- Experienced and dedicated team of advisors
- Serves clients of all backgrounds
Facts and Insights
APPLIED CAPITAL has a proven track record of helping clients create and maintain long-term financial stability. With a deep understanding of the constantly changing financial landscape, the advisors at APPLIED CAPITAL provide valuable insights and recommendations to help clients make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered
APPLIED CAPITAL offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Personal financial planning
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Business financial planning
Client Types
APPLIED CAPITAL serves a diverse client base, including individuals, families, small businesses, and corporations. The company works closely with each client to understand their unique financial situation and develop personalized strategies to meet their specific needs and goals.
Fees & Compensation
APPLIED CAPITAL operates under a fee-only model, meaning the company charges a percentage of the client’s assets under management as its compensation. This ensures that the advisors’ interests are aligned with their clients’ goals, as they only earn more when the client’s investments perform well.
Background
APPLIED CAPITAL was founded in 2001 by financial experts with a shared vision to provide top-notch financial planning services to clients of all backgrounds. Today, the company continues to uphold its commitment to helping clients achieve financial success, with a team of experienced and dedicated advisors leading the way.
Financial Advisor Disclosures to Know
APPLIED CAPITAL is proud to operate with transparency and integrity. As such, the company discloses any potential conflicts of interest, fees, and any pertinent information that may impact the client-advisor relationship. Clients can trust that they are receiving honest and unbiased financial advice from the team at APPLIED CAPITAL.