How does the advisor help clients – Key Takeaways:
CAPITAL ASSET ADVISORY, INC. offers a wide range of financial services to help clients achieve their financial goals and manage their assets. They provide personalized and comprehensive solutions to help individuals, families, and businesses reach their financial potential.
Their experienced team of advisors use their expertise and knowledge to guide clients through the complex financial landscape and provide them with customized strategies and plans. They focus on building long-term relationships with their clients and empower them to make informed decisions about their finances.
Facts and Insights
CAPITAL ASSET ADVISORY, INC. has been in business for over 20 years and has a team of over 50 advisors. They have a strong track record of helping clients achieve their financial goals and have managed over $1 billion in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50+ | 20+ years |
Financial Services Offered
CAPITAL ASSET ADVISORY, INC. offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Wealth management
Client Types
The advisors at CAPITAL ASSET ADVISORY, INC. cater to a diverse set of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Small business owners
- Corporate executives
Fees & Compensation
CAPITAL ASSET ADVISORY, INC. follows a transparent fee structure and charges a percentage of the assets under management as their fee. They do not receive any commissions or hidden fees for their services, ensuring that their clients’ best interests are always the top priority.
Background
CAPITAL ASSET ADVISORY, INC. was founded in 1998 and has been a trusted advisor to their clients for over 20 years. Their team of experienced professionals brings a diverse set of skills and expertise to the table, providing clients with a well-rounded approach to financial planning and management.
Financial Advisor Disclosures to Know
CAPITAL ASSET ADVISORY, INC. is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). As a fiduciary, they are legally obligated to act in the best interests of their clients and disclose any potential conflicts of interest.
Their advisors are also required to provide their clients with a Form ADV, which includes information about their background, services, and fees. This ensures transparency and allows clients to make an informed decision about their partnership with CAPITAL ASSET ADVISORY, INC.