How does the advisor help clients – Key Takeaways:
CAPITAL CITY WEALTH MANAGEMENT, INC. provides financial expertise to individuals and businesses seeking assistance with managing their wealth. With years of experience and a team of skilled advisors, they offer a comprehensive range of services to help clients reach their financial goals.
Facts and Insights:
Here are some key facts and insights about CAPITAL CITY WEALTH MANAGEMENT, INC.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
With $500 million in assets under management, CAPITAL CITY WEALTH MANAGEMENT, INC. has established itself as a reputable and successful financial firm. Their team of 10 advisors brings a wealth of knowledge and experience to their clients, and they have been in business for over 15 years.
Financial Services Offered:
CAPITAL CITY WEALTH MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of their clients. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
The team at CAPITAL CITY WEALTH MANAGEMENT, INC. caters to a variety of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
Fees & Compensation:
CAPITAL CITY WEALTH MANAGEMENT, INC. operates on a fee-only basis, meaning they do not receive commissions from financial products or services they recommend. This allows their advisors to provide unbiased and objective advice to their clients. Their fees are based on a percentage of assets under management and are fully transparent.
Background:
CAPITAL CITY WEALTH MANAGEMENT, INC. was founded by a team of experienced financial professionals with a shared vision of helping individuals and businesses achieve financial success. They prioritize building long-term relationships with their clients and providing them with personalized and comprehensive financial solutions.
Financial Advisor Disclosures to Know:
As with any financial firm, it is important for clients to understand any potential conflicts of interest or legal disclosures. Some important disclosures to know about CAPITAL CITY WEALTH MANAGEMENT, INC. include:
- Capital City Wealth Management, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC)
- The firm has no legal or disciplinary actions against them in the past 10 years
- Advisors may earn additional compensation for referring clients to certain products or services