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How does the advisor help clients – Key Takeaways:
As a financial expert, BOOTH-LAIRD CAPITAL MANAGEMENT, LLC strives to provide comprehensive investment management services to a diverse range of clients. Their focus is on helping clients achieve their financial goals by providing personalized financial planning and investment solutions.
Key takeaways from their services include:
- Customized financial plans to fit each client’s unique needs and goals
- Expertise in various investment strategies, including equities, fixed income, and alternative investments
- Regular portfolio reviews and rebalancing to ensure clients’ investments align with their objectives
- A commitment to transparent and ethical business practices
Facts and Insights
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC is a registered investment advisor (RIA) headquartered in New York, with additional offices in California and Florida. As of 2020, they managed over $500 million in assets for their clients. Their team of experienced advisors has an average of 20 years of industry experience. Some of their key insights that guide their investment approach include:
- The importance of a long-term investment strategy
- The value of diversification in reducing risk
- The impact of fees and expenses on investment returns
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 10+ | Over 20 years |
Financial Services Offered
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC caters to individuals, families, and institutions with varying investment needs. Their client types include:
- High-net-worth individuals and families
- Corporate retirement plans
- Endowments and foundations
- Trusts and estates
- Individual retirement accounts (IRAs)
Fees & Compensation
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC follows a fee-only structure, meaning they do not receive commissions for selling financial products. This ensures their advice is unbiased, and their clients’ goals are their top priority. Their fees may vary depending on the services provided and the size of the client’s portfolio. They are transparent about their fees and fully disclose all costs before any services are rendered.
Background
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC was founded in 1999 by John Booth and Rose Laird, two experienced financial advisors who shared a vision for providing expert financial planning and investment management services to their clients. Since then, their firm has grown to a team of 10 advisors and has become a trusted partner for their clients’ financial success.
Financial Advisor Disclosures to Know
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean regulatory record and have not faced any disciplinary actions or customer complaints. Additionally, all of their advisors are properly licensed and have no disciplinary history.