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How does the advisor help clients – Key Takeaways:
Capital Cities Investments is a leading financial services firm that prides itself on providing expert financial advice to its clients. With a team of highly experienced and knowledgeable advisors, the firm is dedicated to helping individuals and businesses achieve their financial goals and build a secure future.
- Comprehensive financial services offered
- Wide range of client types served
- Transparent fees and compensation structure
- Risk mitigation through financial advisor disclosures
- Years of experience in the industry
Facts and Insights
Capital Cities Investments is a privately owned firm that was founded in 1990. With over 30 years of experience in the industry, the firm has built a solid reputation for providing top-notch financial services to its clients. The firm operates nationwide and has a team of advisors located in major cities across the country to better serve its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 35 | 30 years |
Financial Services Offered
Capital Cities Investments offers a comprehensive range of financial services to its clients, including:
- Investment management and planning
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Educational planning
- Business services
Client Types
Capital Cities Investments serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporations and institutions
- Non-profit organizations
Fees & Compensation
As a fee-only advisory firm, Capital Cities Investments charges a percentage of the assets under management as its fee, ensuring that its interests are aligned with those of its clients. All fees and compensation structures are disclosed and agreed upon before any services are rendered, providing transparency and trust between the firm and its clients.
Background
The team at Capital Cities Investments is made up of highly experienced and qualified professionals who bring a diverse range of expertise to the firm. The advisors at the firm hold advanced degrees and certifications in finance, accounting, and retirement planning, among others. This diverse knowledge allows the firm to tailor its services to meet the unique needs of each client.
Financial Advisor Disclosures to Know
As a registered investment advisor, Capital Cities Investments is required to disclose any potential conflicts of interest or disciplinary actions to its clients. The firm has a strict code of ethics and puts its clients’ needs first in all of its decisions. The firm also takes care to thoroughly educate its clients on the risks and benefits associated with any investment or financial decision, ensuring that clients make informed choices that align with their goals and risk tolerance.