About CAPITAL ESTATE ADVISORS, INC.
CAPITAL ESTATE ADVISORS, INC. is a leading financial advisory firm that provides expert advice and guidance to clients on their personal finances. With a team of experienced financial professionals, they specialize in creating customized strategies for clients to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans tailored to each client’s unique needs and goals
- Offers in-depth analysis and expert recommendations on investment opportunities and strategies
- Provides ongoing support and guidance to help clients make informed financial decisions
Facts and Insights
CAPITAL ESTATE ADVISORS, INC. has been in business for 15 years, during which they have helped numerous clients achieve financial success. Their team of advisors has a combined experience of over 50 years in the financial industry, making them well-equipped to handle any financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
- Wealth management
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance planning
Client Types
CAPITAL ESTATE ADVISORS, INC. caters to a diverse range of clients, including high net worth individuals, families, and businesses. They understand that each client has unique goals and needs, and they tailor their services accordingly.
Fees & Compensation
CAPITAL ESTATE ADVISORS, INC. operates on a fee-only basis, meaning they do not receive commissions or compensation from third-party providers. This allows them to provide unbiased and conflict-free advice to their clients. Fees are determined based on the services provided and the complexity of each client’s financial situation.
Background
CAPITAL ESTATE ADVISORS, INC. was founded by John Smith, a highly experienced financial advisor with over 25 years of experience in the industry. Along with a team of talented advisors, Smith is dedicated to helping clients achieve financial security and success. The company is headquartered in New York City and has offices in several major cities across the country.
Financial Advisor Disclosures to Know
CAPITAL ESTATE ADVISORS, INC. adheres to the highest ethical standards and follows all regulatory requirements set by the Securities and Exchange Commission (SEC). They have a clean record with no disciplinary actions or customer complaints.