About BOARDAGE CAPITAL MANAGEMENT, LLC
BOARDAGE CAPITAL MANAGEMENT, LLC is a leading financial management firm that provides expert advice and services to a wide range of clients. With years of experience and a team of highly skilled professionals, they are dedicated to helping clients achieve their financial goals through sound investment strategies and customized solutions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a diverse range of financial services to meet the specific needs of each client
- Utilizes extensive market research and analysis to make informed investment decisions
- Offers ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights
In order to showcase their success and expertise, BOARDAGE CAPITAL MANAGEMENT, LLC has made their key facts and insights publicly available. Some of these include:
- Managing over $500 million in client assets
- Hiring a team of 10 skilled financial advisors with a combined experience of 50 years
- Serving clients across the United States and internationally
- Consistently delivering above average returns for clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 50 years |
Financial Services Offered
BOARDAGE CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- College planning
- Insurance solutions
Client Types
At BOARDAGE CAPITAL MANAGEMENT, LLC, they cater to a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Non-profit organizations
- Trusts and estates
- Retirement plans
Fees & Compensation
BOARDAGE CAPITAL MANAGEMENT, LLC operates on a fee-based compensation model, meaning that they receive a percentage of the assets they manage for clients. This ensures that their interests are aligned with those of their clients, as they only receive compensation when their clients’ investments perform well.
Background
BOARDAGE CAPITAL MANAGEMENT, LLC was founded in 1971 and is headquartered in New York City. Since then, they have built a reputation for their exceptional financial management services and have become a trusted partner for many clients seeking to achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOARDAGE CAPITAL MANAGEMENT, LLC is legally required to disclose any potential conflicts of interest or disciplinary actions to their clients. Their most recent Form ADV, which includes this information, is available on their website for public review.