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How does the advisor help clients – Key Takeaways:
- Acting as a fiduciary, CAPTRUST Financial Advisors provides expert financial guidance to clients.
- They offer a wide range of financial services to help clients with their unique needs and goals.
- CAPTRUST has a strong track record of success, with a significant amount of assets under management and a team of experienced advisors.
- They work with a diverse group of clients, including high-net-worth individuals, businesses, and institutions.
- CAPTRUST’s fees and compensation structure is transparent and aligned with their clients’ best interests.
- Their advisors have a strong financial background and are held to high ethical standards.
- CAPTRUST provides important disclosures to ensure transparency and maintain trust with clients.
Facts and Insights:
CAPTRUST Financial Advisors is a leading independent registered investment advisor that provides comprehensive financial planning and investment management services. With over 25 years in business, they have established themselves as a trusted partner for individuals, businesses, and institutions looking to achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| CAPTRUST Financial Advisors | $422 billion | 500+ | Over 25 years |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Employee benefits
Client Types:
CAPTRUST Financial Advisors works with a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Institutions
Fees & Compensation:
CAPTRUST’s fees are based on a percentage of assets under management, with no hidden fees or commissions. This structure aligns their interests with their clients’ and ensures transparency in their services.
Background:
CAPTRUST Financial Advisors was founded in 1997 by field experts who wanted to provide independent, unbiased financial advice to clients. Today, they have a team of experienced advisors who are dedicated to helping their clients achieve greater financial success.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CAPTRUST is required to disclose important information to clients. These disclosures may include information about their fees, potential conflicts of interest, and disciplinary history. It is important for clients to review these disclosures and address any questions or concerns with their advisor.