How does the advisor help clients – Key Takeaways:
The key takeaway for clients working with Applied Finance Capital Management, LLC is their expertise in financial management. They utilize a variety of strategies and tools to help clients achieve their financial goals and navigate the complexities of the market.
Facts and Insights
Applied Finance Capital Management, LLC was founded in 2009, and since then they have been providing quality financial services to their clients. They have a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve financial success.
The table below provides publicly available information on their assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 12 years |
Financial Services Offered
Applied Finance Capital Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they offer include investment management, retirement planning, estate planning, and tax planning.
Client Types
Applied Finance Capital Management, LLC works with a variety of clients, including individuals, families, small businesses, and corporations. They understand that every client has unique financial goals and needs, and they tailor their services to meet those specific needs.
Fees & Compensation
Applied Finance Capital Management, LLC operates on a fee-based compensation structure. This means that they charge a percentage of the assets they manage. This fee structure aligns their interests with their clients, as they only make money when their clients’ investments perform well.
Background
The team at Applied Finance Capital Management, LLC has a diverse background in finance, economics, and business. They have a deep understanding of the market and use their expertise to help clients make informed financial decisions. They also stay up-to-date with the latest industry trends and strategies to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
Applied Finance Capital Management, LLC has a clean record with no disciplinary actions or sanctions from governing bodies. They are fully transparent with their clients about their fees, services, and any potential conflicts of interest. They prioritize the trust and satisfaction of their clients above all else.