How does the advisor help clients – Key Takeaways:
BOATWRIGHT CAPITAL MANAGEMENT, LLC is a leading financial management firm that provides expert guidance and support to clients seeking to manage their financial resources effectively. As a team of highly skilled and experienced financial experts, BOATWRIGHT CAPITAL MANAGEMENT, LLC strives to provide personalized and comprehensive solutions tailored to meet the unique needs and goals of each client. With a strong commitment to transparency and ethical practices, the firm has established a reputation for excellence and reliability in the financial services industry.
The following key takeaways highlight the ways in which BOATWRIGHT CAPITAL MANAGEMENT, LLC helps clients achieve financial success:
- Provides personalized and comprehensive financial solutions tailored to each client’s unique needs and goals
- Offers expert guidance and support to help clients manage their financial resources effectively
- Committed to transparency and ethical practices
- A reputation for excellence and reliability in the financial services industry
Facts and Insights
Founded in 2005, BOATWRIGHT CAPITAL MANAGEMENT, LLC has been in the financial services industry for over 15 years, helping countless clients achieve their financial goals. The firm is headquartered in New York City and has additional locations across the United States to better serve its diverse client base.
According to publicly available data from the Securities and Exchange Commission (SEC) filings, BOATWRIGHT CAPITAL MANAGEMENT, LLC has approximately $1.5 billion in assets under management and employs a team of over 50 highly qualified advisors. This impressive level of assets under management and number of advisors is a testament to the firm’s success and expertise in managing clients’ financial resources.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | Over 50 | 15+ years |
Financial Services Offered
BOATWRIGHT CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients manage their wealth and investments effectively. These services include:
- Investment management
- Retirement planning
- Estate Planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
BOATWRIGHT CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including high net worth individuals, families, and small businesses. The firm’s personalized and tailored solutions make it an ideal choice for clients seeking to manage their financial resources and plan for the future.
Fees & Compensation
BOATWRIGHT CAPITAL MANAGEMENT, LLC primarily charges clients based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the firm only earns more when the client’s assets grow. The exact percentage may vary depending on the type and size of the client’s portfolio.
Background
BOATWRIGHT CAPITAL MANAGEMENT, LLC was founded by John Boatwright, a renowned financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown to become a highly respected and successful financial management firm, with a strong team of advisors and a loyal client base.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOATWRIGHT CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information on the firm’s Form ADV, which is available on the SEC’s website or upon request from the firm.