How does the advisor help clients – Key Takeaways:
BETTOR CAPITAL MANAGEMENT, LLC is a trusted financial advisor that assists clients in achieving their financial goals. By providing a range of financial services and utilizing their expertise and knowledge, this firm helps individuals and organizations make sound financial decisions.
Facts and Insights
Established in 2005, BETTOR CAPITAL MANAGEMENT, LLC has grown to become a leading financial management firm in the industry. With a team of experienced and highly qualified advisors, the firm strives to provide customized and comprehensive financial solutions to its diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered
BETTOR CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients. These include investment management, financial planning, retirement planning, tax planning, and estate planning. The firm also provides guidance on insurance, risk management, and business planning.
Client Types
BETTOR CAPITAL MANAGEMENT, LLC caters to both individual and institutional clients. Their individual clients range from high net worth individuals to young professionals looking to build their wealth. The firm also serves businesses, non-profit organizations, and pensions.
Fees & Compensation
As a fiduciary, BETTOR CAPITAL MANAGEMENT, LLC operates with transparency and integrity in all financial matters. The firm charges fees based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. They also offer fee-only financial planning services at an hourly rate.
Background
The team at BETTOR CAPITAL MANAGEMENT, LLC has decades of combined experience in financial management. The firm’s advisors have diverse backgrounds in finance, accounting, and economics, making them well-equipped to handle various financial situations and provide tailored solutions for clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BETTOR CAPITAL MANAGEMENT, LLC adheres to strict regulations set by the Securities Exchange Commission (SEC). Potential clients can access their Form ADV disclosure document on the SEC website, which outlines the firm’s services, fees, and potential conflicts of interest.