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How does the advisor help clients – Key Takeaways:
AQUA CAPITAL ADVISORS is a prominent and trusted financial advisory firm with a team of experienced and knowledgeable professionals. The firm offers a wide range of financial services and caters to various types of clients, including individuals, families, and institutions. With a focus on long-term, personalized investment strategies, AQUA CAPITAL ADVISORS aims to help clients achieve their financial goals and secure a prosperous future.
Facts and Insights
Founded in 2005, AQUA CAPITAL ADVISORS has over 15 years of experience in the financial services industry. The firm is headquartered in New York City and has an impressive track record of delivering strong investment performance and exceptional customer service.
As of 2021, AQUA CAPITAL ADVISORS has approximately $2 billion in assets under management and a team of 20 dedicated financial advisors. The firm also has a global presence, serving clients from all around the world.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 20 |
Financial Services Offered
AQUA CAPITAL ADVISORS offers a comprehensive range of financial services for individuals, families, and institutions, including:
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Educational Planning
- Insurance Planning
- Business Succession Planning
- Portfolio Analysis
- And more
Client Types
AQUA CAPITAL ADVISORS serves a diverse range of clients, including:
- High net worth individuals
- Families
- Businesses
- Non-profit organizations
- Institutions
Fees & Compensation
AQUA CAPITAL ADVISORS charges clients based on a percentage of their assets under management. This fee structure aligns the firm’s interests with the client’s, as the more the client’s assets grow, the more the firm earns. A detailed fee schedule is provided to clients during the initial consultation, and there are no hidden fees or commissions.
Background
The advisors at AQUA CAPITAL ADVISORS have years of experience and expertise in the financial services industry. They are committed to staying current with market trends, industry regulations, and investment strategies to best serve their clients. The firm’s investment philosophy is based on sound research and a long-term approach, with a focus on risk management.
Financial Advisor Disclosures to Know
AQUA CAPITAL ADVISORS is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means that the firm is held to a fiduciary standard and is legally bound to act in the best interests of their clients. The firm has no disclosures to report and has a clean regulatory record.