About BERUNDA CAPITAL MANAGEMENT
Berunda Capital Management is a leading financial institution that offers a wide range of investment management services to help clients achieve their financial goals. The firm has a team of highly qualified and experienced professionals who provide personalized financial advice to individuals, families, and businesses. With a commitment to excellence and integrity, Berunda Capital Management has become a trusted financial expert in the industry.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice to help clients achieve their financial goals.
- Offers a wide range of investment management services.
- Highly qualified and experienced team of professionals.
- Commitment to excellence and integrity.
- Trusted financial expert in the industry.
Facts and Insights
Incorporated in 2005, Berunda Capital Management has been in the financial industry for over 15 years. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a registered investment advisor. As of December 2020, the firm had an estimated $500 million in assets under management (AUM) and had 10 financial advisors serving its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500 | 10 |
Financial Services Offered
Berunda Capital Management offers a comprehensive range of financial services to help clients grow, preserve, and manage their wealth. These services include portfolio management, retirement planning, estate planning, tax planning, and risk management. The advisors at Berunda Capital Management work closely with clients to create customized financial plans that align with their unique financial goals and objectives.
Client Types
Berunda Capital Management serves a diverse range of clients, including individuals, families, and businesses. The firm’s client base includes high-net-worth individuals, retirees, and business owners who are looking for expert financial guidance to achieve their financial objectives.
Fees & Compensation
Berunda Capital Management charges clients based on a fee-only model, which means that the firm’s sole source of compensation is advisory fees. This fee structure ensures that the advisors at Berunda Capital Management act in the best interest of their clients and do not receive any commissions or incentives for recommending particular investments. This fee structure also fosters a transparent relationship between the firm and its clients.
Background
The founder of Berunda Capital Management, John Smith, has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). He leads a team of dedicated and knowledgeable financial advisors who are committed to providing clients with exceptional financial advice and services. The firm’s headquarters are located in New York City, and it also has satellite offices in major cities across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisor, Berunda Capital Management is required to disclose any potential conflicts of interest or disciplinary actions to its clients. Clients can view the firm’s Form ADV on the SEC’s website and review any disclosures or disciplinary history before engaging their services.