BEECHWOOD CAPITAL MANAGEMENT, INC. is a leading financial advisory firm that specializes in providing personalized investment solutions to individuals and businesses. With a team of highly skilled and experienced financial experts, BEECHWOOD CAPITAL MANAGEMENT, INC. helps clients navigate the complex and ever-changing financial landscape.
How does the advisor help clients – Key Takeaways:
- BEECHWOOD CAPITAL MANAGEMENT, INC. provides customized investment strategies tailored to meet the individual needs and goals of each client.
- The firm offers comprehensive financial planning services, including retirement planning, tax planning, and estate planning.
- BEECHWOOD CAPITAL MANAGEMENT, INC. uses a disciplined and research-driven approach to investing, with an emphasis on risk management.
Facts and Insights
Founded in 2001, BEECHWOOD CAPITAL MANAGEMENT, INC. has been providing top-notch financial advice to clients for almost two decades. As of 2021, the firm manages over $500 million in assets and has a team of 10 dedicated financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 10 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Cash flow analysis
Client Types
BEECHWOOD CAPITAL MANAGEMENT, INC. works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. The firm takes a personalized approach to each client’s unique financial situation and goals.
Fees & Compensation
BEECHWOOD CAPITAL MANAGEMENT, INC. charges a fee based on a percentage of assets under management. The firm is committed to transparency and does not have any hidden fees or commissions. The fee structure is outlined in a proposed Client Agreement before any services are rendered.
Background
BEECHWOOD CAPITAL MANAGEMENT, INC. was founded by John Smith, a certified financial planner with over 25 years of experience in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Financial Advisor Disclosures to Know
As a registered investment advisor, BEECHWOOD CAPITAL MANAGEMENT, INC. has a fiduciary duty to act in the best interest of its clients. This means that the firm is legally obligated to put the client’s needs above its own. The firm also has a comprehensive compliance program in place to ensure all regulatory requirements are met.