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How does the advisor help clients – Key Takeaways:
Capital South Wealth Management, LLC provides comprehensive financial management services to their clients. They help clients achieve their financial goals by offering personalized and tailored solutions based on each individual’s unique needs and circumstances. Their team of expert financial advisors is dedicated to providing top-notch advice and guidance to help clients navigate the complexities of the financial world.
Facts and Insights
Capital South Wealth Management, LLC was founded in 2005 and is headquartered in New York City. The company serves individuals, families, and businesses with a wide range of financial management services. They have established a strong reputation for their high level of expertise, integrity, and personalized approach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
Capital South Wealth Management, LLC offers a wide range of financial services to their clients, including:
- Asset management
- Wealth management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types
Capital South Wealth Management, LLC works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Trusts and foundations
Fees & Compensation
Capital South Wealth Management, LLC charges a percentage of assets under management as their fee, which may vary depending on the services and level of assistance provided to each client. They are committed to transparency and provide their clients with a detailed breakdown of all fees and expenses involved in their services.
Background
The team at Capital South Wealth Management, LLC consists of highly qualified and experienced financial advisors who are dedicated to helping clients achieve financial success. They have a client-centric approach and strive to build long-term relationships based on trust, communication, and mutual respect.
Financial Advisor Disclosures to Know
There are no disclosures listed for Capital South Wealth Management, LLC on the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA) websites. This indicates that the firm has a clean record and has not faced any legal or disciplinary action.