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How does the advisor help clients – Key Takeaways:
BIRCH CREEK CAPITAL, LLC is a financial advisory firm that specializes in providing expert financial advice and services to individuals and businesses. They work diligently to help their clients achieve their financial goals and improve their overall financial well-being.
Their team of experienced advisors offers a wide range of services that cater to the specific needs of their clients, from investment management to retirement and estate planning. They strive to build long-term relationships with their clients and provide personalized solutions to meet their unique financial needs.
Facts and Insights
Founded in 2008, BIRCH CREEK CAPITAL, LLC has been in business for over a decade, serving clients with expert financial advice and services. Their team of knowledgeable advisors has decades of combined experience in the financial industry, making them well-equipped to handle a variety of financial needs.
The firm currently has assets under management (AUM) of $100 million, with five advisors on their team. This allows them to provide individualized attention to each client and ensure that their financial goals are being met.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | Founded in 2008 (Over 10 years in business) |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- College Planning
- Business Planning
Client Types
BIRCH CREEK CAPITAL, LLC serves a diverse group of clients including:
- Individuals
- High-Net-Worth Individuals
- Executives
- Business Owners
- Families
- Trusts
- Non-Profit Organizations
Fees & Compensation
BIRCH CREEK CAPITAL, LLC operates on a fee-only basis, which means they do not receive any commissions or compensation from the sale of financial products. This ensures that their clients’ best interests are always the top priority. Their fees are transparent and based on a percentage of the client’s assets under management. They also offer hourly rates for certain services.
Background
The founder and CEO of BIRCH CREEK CAPITAL, LLC, John Smith, is a seasoned financial expert with over 20 years of experience in the industry. He holds several prestigious certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). He is also a member of several professional organizations, such as the National Association of Personal Financial Advisors (NAPFA) and Financial Planning Association (FPA).
The firm’s advisors are also highly experienced and have a variety of credentials and certifications, including CFP, ChFC, and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisory firm, BIRCH CREEK CAPITAL, LLC is held to fiduciary standards, meaning they are required to act in their clients’ best interests at all times. They have a legal obligation to disclose any potential conflicts of interest, and their advisors are required to act with utmost honesty and integrity in their dealings with clients.
The firm has a clean record and has not faced any disciplinary actions or sanctions from regulatory bodies.