About BLAIR CAPITAL MANAGEMENT
BLAIR CAPITAL MANAGEMENT is a leading financial advisory firm that specializes in providing personalized investment and wealth management solutions for high net worth individuals and families. With a team of experienced and knowledgeable advisors, BLAIR CAPITAL MANAGEMENT strives to help its clients achieve their financial goals and objectives.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment solutions
- Offers comprehensive wealth management services
- Works closely with clients to understand their financial goals and objectives
- Utilizes a disciplined approach to investing
Facts and Insights
BLAIR CAPITAL MANAGEMENT was founded in 2005 and is headquartered in New York City. The firm has grown significantly over the years and now has over $1 billion in assets under management. With a team of over 20 advisors, BLAIR CAPITAL MANAGEMENT is able to provide a high level of personalized service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20+ | Founded in 2005 |
Financial Services Offered
- Depository services
- Retirement planning
- Education planning
- Investment management
- Estate planning
- Insurance solutions
Client Types
BLAIR CAPITAL MANAGEMENT works with a diverse range of clients, including high net worth individuals, families, and small businesses. The firm is able to tailor its services to meet the unique needs and goals of each client.
Fees & Compensation
BLAIR CAPITAL MANAGEMENT operates on a fee-only basis, which means that clients pay a fixed, transparent fee for the services provided. This fee is based on a percentage of the assets under management, ensuring that the firm’s interests are aligned with those of the client. The firm does not receive any commission or compensation from third-party products, ensuring that its recommendations are always in the best interest of the client.
Background
BLAIR CAPITAL MANAGEMENT was founded by John Blair, a seasoned financial advisor with over 25 years of experience in the industry. He is supported by a team of experienced advisors, each with their own specialized areas of expertise. The firm prides itself on its disciplined and research-driven approach to investing, which has helped it achieve strong and consistent returns for its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLAIR CAPITAL MANAGEMENT is held to a fiduciary standard, which means that the firm is legally obligated to always act in the best interest of its clients. This is an important distinction, as not all financial advisors are held to this standard. Additionally, the firm has a clean record with no disciplinary actions or complaints.