How does the advisor help clients – Key Takeaways:
CAPVIS AG is a financial advisory firm that provides expert guidance and support to clients in managing their finances. With a team of dedicated professionals, the firm aims to help clients achieve their financial goals and grow their wealth through sound financial planning and investment strategies.
Facts and Insights
Founded in 2005, CAPVIS AG has been in the business for over 15 years, serving clients across Europe, especially in Germany, Austria, and Switzerland. As of 2021, the firm has over $500 million in assets under management and a team of 30 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500 | 30 |
Financial Services Offered
The main services offered by CAPVIS AG include financial planning, investment management, and retirement planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create customized and comprehensive strategies.
Client Types
CAPVIS AG caters to a diverse range of clients, including high net worth individuals, families, and small businesses. The firm understands that every client has unique needs and goals, and thus, provides personalized services tailored to each client’s specific circumstances.
Fees & Compensation
CAPVIS AG charges a fee based on a percentage of assets under management for its investment services. For financial planning and other advisory services, the firm charges a flat or hourly fee. The firm takes a fiduciary duty to act in the best interest of its clients and discloses all fees and potential conflicts of interest upfront.
Background
CAPVIS AG is headquartered in Hamburg, Germany, and is registered with the German Federal Financial Supervisory Authority (BaFin). The firm is also a member of the Financial Planning Standards Board Deutschland (FPSB Germany) and the European Financial Planning Association (EFPA).
Financial Advisor Disclosures to Know
As a registered financial advisor, CAPVIS AG has a duty to disclose any potential conflicts of interest to its clients. The firm upholds a strict code of ethics and ensures transparency in all its dealings. Clients can access the firm’s Form ADV on the firm’s website or by requesting a copy directly from the firm.