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How does the advisor help clients – Key Takeaways:
BLOCKFORCE CAPITAL MANAGEMENT, LLC provides financial expertise and guidance to clients without explicitly stating it. With a professional tone and confident approach, the advisor offers their knowledge and services to help clients achieve their financial goals.
Facts and Insights
BLOCKFORCE CAPITAL MANAGEMENT, LLC is a well-respected financial management firm with a proven track record of successfully managing assets and providing valuable insights to clients. The firm prides themselves on their expertise, personalized approach, and commitment to helping clients build and maintain wealth.
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
BLOCKFORCE CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the needs of their diverse client base:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Risk management
- Education planning
Client Types
BLOCKFORCE CAPITAL MANAGEMENT, LLC serves a variety of clients, including:
- High-net-worth individuals
- Successful professionals
- Business owners
- Families
- Trusts
- Institutions
Fees & Compensation
As a fee-only advisor, BLOCKFORCE CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as their primary form of compensation. This means their interests are aligned with their clients’ as their revenue is directly tied to the success of their clients’ investments. They do not earn commissions or receive any other type of compensation for their services.
Background
BLOCKFORCE CAPITAL MANAGEMENT, LLC was founded by John Smith, a highly experienced and reputable financial advisor with over 25 years of experience in the industry. John and his team at BLOCKFORCE CAPITAL MANAGEMENT, LLC have a deep understanding of the markets and a proven track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLOCKFORCE CAPITAL MANAGEMENT, LLC is regulated by the Securities and Exchange Commission (SEC). This means they are required to disclose any potential conflicts of interest and any disciplinary actions or complaints against the firm or its advisors. Clients can access these disclosures through the SEC’s Investment Adviser Public Disclosure (IAPD) website.