How does the advisor help clients – Key Takeaways:
Capital Preservation Management (CPM) is a financial advisory firm that specializes in capital preservation strategies for its clients. With a team of experienced financial advisors, CPM works to help clients reach their financial goals while safeguarding their assets.
Facts and Insights
Founded in 2005, CPM has over 15 years of experience in the financial industry. With assets under management (AUM) of over $500 million and a team of 10 advisors, CPM has a proven track record of successfully managing its clients’ investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 15+ years |
Financial Services Offered
CPM offers a wide range of financial services to its clients. These include:
- Portfolio management
- Retirement planning
- Wealth management
- Risk management
- Estate planning
- Tax planning
Client Types
CPM caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Retirees
Fees & Compensation
CPM operates on a fee-based compensation structure, which means that its advisors are compensated based on a percentage of the client’s assets under management. This structure aligns the advisor’s interests with that of the client, as the advisor’s earnings are directly tied to the client’s investment performance.
Background
CPM’s team of advisors has a diverse background in the financial industry, with experience in banking, investments, and financial planning. This allows CPM to provide comprehensive and well-rounded financial advice to its clients.
Financial Advisor Disclosures to Know
As a fiduciary, CPM is committed to acting in the best interests of its clients. This means that the firm discloses any potential conflicts of interest and prioritizes the client’s needs above its own.
In addition, CPM is a registered investment advisor with the Securities and Exchange Commission (SEC), meaning that it is held to a high standard of conduct and is subject to regular regulatory oversight.
Overall, CPM’s commitment to transparency and expertise in capital preservation strategies make it a reliable partner for clients looking to safeguard their assets while achieving their financial goals.