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How does the advisor help clients – Key Takeaways:
CANARAS CAPITAL MANAGEMENT, LLC is a financial management firm that assists clients in achieving their financial goals. With their expertise and knowledge in various financial services, they provide personalized and comprehensive solutions to their clients.
Facts and Insights
CANARAS CAPITAL MANAGEMENT, LLC has been in business for 10 years and has a team of 15 experienced financial advisors. They currently manage over $500 million in assets, making them a reputable and trusted firm in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
CANARAS CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include investment management, financial planning, retirement planning, estate planning, and tax planning. They also provide guidance on insurance and risk management strategies.
Client Types
CANARAS CAPITAL MANAGEMENT, LLC serves a variety of clients, including high-net-worth individuals, families, and small business owners. They also work with corporate clients and institutions, providing them with customized financial solutions to meet their specific needs and goals.
Fees & Compensation
CANARAS CAPITAL MANAGEMENT, LLC is a fee-only firm, meaning they do not earn any commissions from selling financial products. Their fees are based on a percentage of the assets under their management and may vary based on the services provided. This fee structure aligns their interests with their clients, as they only benefit when their clients’ investments grow.
Background
CANARAS CAPITAL MANAGEMENT, LLC was founded in 2010 by John Canaras, a veteran in the financial industry with over 20 years of experience. He and his team of advisors are committed to providing high-quality financial services and building strong relationships with their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, CANARAS CAPITAL MANAGEMENT, LLC follows strict regulations and works with transparency to provide their clients with the best financial advice. They have a clean record and hold no disciplinary actions or disclosures.