How does the advisor help clients – Key Takeaways:
With years of experience and a deep understanding of financial management, BLUEVIRGO CAPITAL MANAGEMENT, LLC is dedicated to helping clients achieve their financial goals. By providing personalized and professional financial services, the firm aims to guide clients towards a secure and prosperous financial future.
Facts and Insights
Founded in 2005, BLUEVIRGO CAPITAL MANAGEMENT, LLC has been in the business of managing assets and providing financial guidance for over 15 years. The firm is consistently recognized for its exceptional service and results, making it a trusted source for financial advice.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
BLUEVIRGO CAPITAL MANAGEMENT, LLC offers a range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, risk management, and tax planning. The firm also provides comprehensive financial planning and educates clients on financial literacy.
Client Types
The firm caters to a wide range of clients including high-net-worth individuals, families, and small businesses. BLUEVIRGO CAPITAL MANAGEMENT, LLC prides itself on understanding the unique needs and goals of each client and tailors its services accordingly.
Fees & Compensation
As a fee-only firm, BLUEVIRGO CAPITAL MANAGEMENT, LLC receives compensation solely from its clients, ensuring that their interests are always top priority. The firm’s fee structure is based on a percentage of assets under management, and clients are provided with transparent and detailed fee schedules.
Background
The team at BLUEVIRGO CAPITAL MANAGEMENT, LLC is composed of highly experienced and qualified financial professionals. The firm’s advisors hold advanced degrees in finance, accounting, and business and have accumulated decades of experience in the financial industry. The team continuously stays updated on market trends and strategies to provide top-notch service to clients.
Financial Advisor Disclosures to Know
BLUEVIRGO CAPITAL MANAGEMENT, LLC is a registered investment advisor, meaning it is regulated by the Securities and Exchange Commission (SEC). The firm is required to disclose all potential conflicts of interest and any disciplinary events that may have occurred. Clients can find this information, as well as the firm’s Code of Ethics, on its website.