CAPRI EGM, LLC – Your Trusted Financial Expert
CAPRI EGM, LLC is a premier financial advisory firm that specializes in providing comprehensive wealth management services to individuals and businesses. Led by a team of experienced and knowledgeable financial advisors, CAPRI EGM strives to help its clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and strategies tailored to the client’s unique financial situation and goals.
- Offers a wide range of financial services to meet the diverse needs of their clients.
- Utilizes advanced technology and resources to ensure efficient and effective management of client’s assets.
- Prioritizes transparency and open communication with clients to build trust and foster long-term relationships.
Facts and Insights
CAPRI EGM, LLC is a privately-owned and independent advisory firm that was founded in 2005. With over 15 years of experience in the financial industry, the firm has established a strong reputation for providing top-notch financial advice and services to its clients. CAPRI EGM has been recognized as one of the leading firms in the industry, with numerous awards and accolades to its name.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 12 | 15 years |
This shows that CAPRI EGM, LLC has a substantial AUM and a small team of experienced advisors who have been in the business for a significant amount of time.
Financial Services Offered
CAPRI EGM, LLC offers a wide range of financial services to help clients achieve their financial goals and protect their assets. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Cash flow analysis
Client Types
CAPRI EGM, LLC caters to a diverse range of clients, including high-net-worth individuals and families, business owners, and retirees. The firm understands that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation
CAPRI EGM, LLC operates on a fee-only basis, which means they do not receive any commissions or third-party payments. This ensures that the firm’s interests are aligned with their clients’ and eliminates potential conflicts of interest. The firm’s fees are based on a percentage of assets under management, with a minimum annual fee of $10,000.
Background
The team at CAPRI EGM, LLC is made up of highly skilled and experienced financial advisors who are dedicated to providing exceptional service to their clients. The firm’s advisors hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They also undergo continuous training and education to stay up-to-date with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
As a trusted financial advisor, CAPRI EGM, LLC prioritizes transparency and ethical conduct and adheres to all regulatory requirements. Some potential disclosures to be aware of when working with the firm include:
- The firm may receive additional income from affiliated companies or third-party vendors.
- The firm may recommend the purchase of specific securities or investments that may result in a conflict of interest.
- The firm’s advisors may have outside business interests or relationships that could potentially affect their ability to serve clients.
- Clients should carefully read and understand all documents and agreements before signing.