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About BLAUVELT CAPITAL ADVISORS LLC
BLAUVELT CAPITAL ADVISORS LLC is a financial advisory firm that specializes in providing personalized investment strategies and financial planning services to individuals, families, and businesses. With over 15 years of experience in the industry, BLAUVELT CAPITAL ADVISORS LLC has established itself as a trusted advisor and financial expert to its clients.
How does the advisor help clients – Key Takeaways:
- Creates personalized investment strategies based on individual client needs and goals.
- Provides comprehensive financial planning services to help clients reach their long-term financial goals.
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and more.
Facts and Insights
BLAUVELT CAPITAL ADVISORS LLC has a team of experienced financial advisors who are dedicated to helping clients achieve financial success. The firm follows a client-centric approach, where the needs and goals of the clients are always the top priority. Through continuous market research and analysis, the firm strives to provide the latest insights and financial advice to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 5+ | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Wealth management
- Insurance planning
- Charitable giving
Client Types
BLAUVELT CAPITAL ADVISORS LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Retirees
- High-net-worth individuals
- Corporate executives
Fees & Compensation
BLAUVELT CAPITAL ADVISORS LLC follows a fee-only model, where clients pay a percentage of their assets under management as an annual fee. This fee structure aligns the advisor’s interests with the clients’ interests, as the firm only makes money when the clients’ investments grow.
Background
BLAUVELT CAPITAL ADVISORS LLC was founded in 2005 by John Blauvelt, a financial expert with over 25 years of experience in the industry. The firm is headquartered in New York City and has a team of experienced financial advisors who are dedicated to providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know
BLAUVELT CAPITAL ADVISORS LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a clean regulatory record and no disclosures on its Form ADV, which indicates that all of its advisors act in the best interests of their clients.