How does the advisor help clients – Key Takeaways:
BREAKAWAY CAPITAL is a leading financial advisory firm that provides expert financial guidance to clients. Their team of experienced advisors assists individuals, families, and businesses in achieving their financial goals through a variety of services and strategies.
Facts and Insights
In addition to their expert guidance, here are some key facts and insights to know about BREAKAWAY CAPITAL:
- Assets Under Management: $2.5 billion
- Number of Advisors: 75
- Time in Business: Over 20 years
With over 20 years in the industry, BREAKAWAY CAPITAL has built a strong reputation for delivering top-notch financial services.
Assets Under Management, Number of Advisors and Time in Business:
| BREAKAWAY CAPITAL | |
|---|---|
| Assets Under Management | $2.5 billion |
| Number of Advisors | 75 |
| Time in Business | Over 20 years |
Financial Services Offered:
BREAKAWAY CAPITAL offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Education planning
Client Types:
BREAKAWAY CAPITAL works with a variety of clients, including individuals, families, and businesses. Their team of advisors has the expertise to tailor their services to meet the unique needs of each client.
Fees & Compensation:
BREAKAWAY CAPITAL is a fee-only financial advisory firm, meaning they do not receive commission payments for recommending specific products or services. This ensures that their clients receive unbiased and objective advice.
As for their fees, BREAKAWAY CAPITAL charges a percentage of assets under management, typically ranging from 1-2%. This structure aligns their interests with their clients’ as they only earn more when their clients’ assets grow.
Background:
BREAKAWAY CAPITAL was founded over 20 years ago with the mission of providing expert financial guidance to clients. Their team of advisors has a strong background in finance and extensive experience in helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a top financial advisory firm, BREAKAWAY CAPITAL is committed to transparency and ethical practices. They make an effort to provide all necessary disclosures to their clients, including:
- Certifications and credentials held by advisors
- Average fees and commissions paid by clients
- Any potential conflicts of interest
BREAKAWAY CAPITAL believes that open communication and transparency are key to building strong and trusting relationships with their clients.