BOARDWALK CAPITAL MANAGEMENT, INC.

How does the advisor help clients – Key Takeaways:

BOARDWALK CAPITAL MANAGEMENT, INC. is a leading financial advisory firm that provides expert guidance and personalized solutions to its clients. With a team of experienced professionals, BOARDWALK CAPITAL MANAGEMENT, INC. offers a range of financial services and caters to a diverse client base. Here are the key takeaways about this financial expert:

• Provides personalized and expert financial advice to clients
• Has a team of experienced professionals
• Offers a range of financial services
• Caters to a diverse client base

Facts and Insights

Incorporated in 2005, BOARDWALK CAPITAL MANAGEMENT, INC. has been in the business of providing financial advice for over 15 years. With its headquarters in New York City, the firm has expanded its presence to multiple locations, including Los Angeles, Chicago, and Miami. BOARDWALK CAPITAL MANAGEMENT, INC. boasts an impressive track record of helping its clients achieve their financial goals.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

BOARDWALK CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services to its clients. These services include:

• Investment management
• Retirement planning
• Estate planning
• Tax planning and preparation
• Insurance and risk management
• Wealth transfer and preservation

Client Types

BOARDWALK CAPITAL MANAGEMENT, INC. caters to a diverse group of clients. These include:

• High net worth individuals and families
• Small business owners
• Corporate executives
• Retirees
• Non-profit organizations

Fees & Compensation

BOARDWALK CAPITAL MANAGEMENT, INC. believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management. This incentivizes the firm to work towards growing the client’s portfolio and aligns their interests with those of the client.

Background

BOARDWALK CAPITAL MANAGEMENT, INC. was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm’s team of advisors comprises professionals with diverse backgrounds and expertise, allowing them to provide holistic financial advice to clients.

Financial Advisor Disclosures to Know

• BOARDWALK CAPITAL MANAGEMENT, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC).
• The firm has a clean regulatory record with no disciplinary actions.
• BOARDWALK CAPITAL MANAGEMENT, INC. has a fiduciary duty to act in the best interest of its clients.