How does the advisor help clients – Key Takeaways:
CCP Advisors LLC is a financial advisory firm that strives to provide expert financial guidance to its clients. With a team of experienced professionals, CCP Advisors LLC helps clients achieve their financial goals by offering a wide range of financial services.
- Helps clients create and manage investment portfolios
- Offers personalized financial planning services
- Provides guidance on retirement planning and income strategies
- Assists with tax planning and minimizing tax liabilities
Facts and Insights:
CCP Advisors LLC has been in business for over 15 years and is headquartered in New York City. According to publicly available data, CCP Advisors LLC currently manages over $500 million in assets and has a team of 10 knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | Over 15 years |
Financial Services Offered:
CCP Advisors LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, financial planning, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning and works closely with clients to create customized plans that align with their specific goals and objectives.
Client Types:
CCP Advisors LLC caters to a variety of clients, including high-net-worth individuals, families, and small businesses. The firm believes that by offering tailored financial solutions, it can better serve the unique needs of each client and help them achieve financial success.
Fees & Compensation:
CCP Advisors LLC is a fee-only firm, meaning it does not earn commissions or other compensation based on product sales. Instead, the firm charges a percentage of assets under management as its fee. This fee structure ensures that the advisors at CCP Advisors LLC have their clients’ best interests in mind and are not influenced by potential conflicts of interest.
Background:
CCP Advisors LLC was founded in 2005 by a team of financial experts with a shared vision of providing comprehensive financial planning and investment management services. The firm employs a team-based approach to client service, ensuring that each client receives the individual attention and expertise they deserve.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CCP Advisors LLC is held to a fiduciary standard, meaning it must always act in the best interests of its clients. Additionally, the firm has a clean disciplinary record and is required to disclose any potential conflicts of interest to its clients.