How does CAPITAL FINANCIAL BOISE, INC. help clients – Key Takeaways:
CAPITAL FINANCIAL BOISE, INC. is a leading financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized and comprehensive solutions to meet the unique needs of each client.
Facts and Insights
Founded in 2001, CAPITAL FINANCIAL BOISE, INC. has been providing top-notch financial services to individuals and businesses for over 20 years. Headquartered in Boise, Idaho, the firm has established a strong reputation for its expertise, integrity, and commitment to client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20+ years |
Financial Services Offered
CAPITAL FINANCIAL BOISE, INC. offers a comprehensive range of financial services to its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education funding
- Insurance planning
Client Types
The firm serves a diverse range of clients, including high net worth individuals, families, and small business owners. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
CAPITAL FINANCIAL BOISE, INC. believes in transparent and fair fee structures for its clients. They offer fee-based services, where clients pay a percentage of their assets under management as a management fee. This aligns the firm’s interests with those of its clients as their compensation is directly tied to the performance of their clients’ portfolios.
Background
The advisors at CAPITAL FINANCIAL BOISE, INC. have a wealth of experience and expertise in the financial industry. They hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This demonstrates their commitment to ongoing education and providing the best advice and services to their clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, there are certain disclosures that clients should be aware of. CAPITAL FINANCIAL BOISE, INC. is a registered investment advisor, and as such, they have a fiduciary duty to act in the best interest of their clients. The firm does not have any legal or disciplinary actions against them.
Overall, CAPITAL FINANCIAL BOISE, INC. is a reputable and reliable financial advisor that strives to help clients achieve their financial goals. With a team of experienced advisors and a wide range of services, they are well-equipped to guide clients towards financial success.