How does the advisor help clients – Key Takeaways:
At CAPITAL FINANCIAL MANAGEMENT, INC., clients can expect personalized and comprehensive financial management services to meet their unique needs and goals. With a team of experienced financial experts and a wide range of financial services offered, clients can trust in the expertise and guidance of the firm to help them achieve financial success.
Facts and Insights
Founded in 2001, CAPITAL FINANCIAL MANAGEMENT, INC. has been providing high-quality financial management services for over 20 years. The firm has a team of over 100 advisors, each with a wealth of knowledge and experience to assist clients in reaching their financial goals. The firm also manages a substantial amount of assets under management, indicating their success in managing and growing clients’ wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2001 | 100+ | $5 billion+ |
Financial Services Offered
CAPITAL FINANCIAL MANAGEMENT, INC. offers a wide range of financial services to help clients achieve their financial objectives. These services include investment management, retirement planning, tax planning, estate planning, and more. The firm also offers comprehensive financial planning to help clients understand their current financial situation and create a roadmap for their future financial success.
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, business owners, and families. They also work with corporate retirement plans, helping businesses create and manage retirement plans for their employees.
Fees & Compensation
CAPITAL FINANCIAL MANAGEMENT, INC. operates on a fee-only basis, meaning their compensation comes solely from the fees paid by their clients for their services. This fee structure eliminates any conflicts of interest and ensures that the firm’s advisors are always acting in the best interest of their clients.
Background
CAPITAL FINANCIAL MANAGEMENT, INC. was founded by financial professionals with a passion for providing top-quality financial management services. The firm has grown over the years, expanding their expertise and services to better serve their clients. With a strong commitment to integrity, transparency, and client satisfaction, the firm has built a reputation as one of the most reliable and trusted financial advisors in the industry.
Financial Advisor Disclosures to Know
It’s important to note that there are no disciplinary actions or disclosures on the firm’s record, indicating a clean and trustworthy track record. However, clients should always do their due diligence and research any potential financial advisor before making a decision.