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Content for CALISTONE CAPITAL LLC
How does the advisor help clients – Key Takeaways:
CALISTONE CAPITAL LLC is a financial advisory firm that aims to help its clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable financial experts, the firm provides personalized and comprehensive financial solutions to meet the unique needs of each client.
Facts and Insights
Founded in 2010, CALISTONE CAPITAL LLC has been in business for 11 years. In that time, the firm has managed to accumulate a significant amount of assets under management, demonstrating its success in managing and growing clients’ wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
Financial Services Offered
CALISTONE CAPITAL LLC offers a wide range of financial services to its clients, including investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. The firm’s approach focuses on creating a customized financial plan for each client based on their specific goals, risk tolerance, and financial situation.
Client Types
CALISTONE CAPITAL LLC serves a diverse client base, including individuals, families, and small businesses. The firm has experience working with clients at different stages in their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and distribute their assets.
Fees & Compensation
As a fee-only financial advisory firm, CALISTONE CAPITAL LLC charges clients a percentage of their assets under management as their fee. This fee structure aligns the firm’s interests with its clients, as the more the clients’ assets grow, the more the firm earns. This eliminates any potential conflicts of interest and ensures that the firm is always acting in its clients’ best interests.
Background
The team at CALISTONE CAPITAL LLC consists of highly qualified and experienced financial professionals who are dedicated to helping clients achieve their financial goals. They have a strong understanding of the financial markets, as well as the constantly changing laws and regulations that can affect clients’ financial plans.
Financial Advisor Disclosures to Know
CALISTONE CAPITAL LLC is a registered investment advisor and is held to a fiduciary standard. This means that the firm is legally obligated to always act in the best interests of its clients and provide full disclosure of any potential conflicts of interest. The firm has a clean record with regulatory bodies and does not have any disciplinary disclosures.