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How does the advisor help clients – Key Takeaways:
CERNER CAPITAL MANAGEMENT, LLC acts as a financial expert and offers various services to clients to help them achieve their financial goals. These services include financial planning, investment management, retirement planning, tax planning, and more.
Facts and Insights
CERNER CAPITAL MANAGEMENT, LLC has a team of experienced financial advisors who have a deep understanding of the market and use data-driven strategies to guide clients in their financial decisions. They prioritize client education, providing them with the necessary information to make informed and sound financial choices.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
CERNER CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance planning
Client Types
CERNER CAPITAL MANAGEMENT, LLC serves a wide range of clients, including high net worth individuals, families, small business owners, and corporations. They tailor their services to meet the specific needs and goals of each client.
Fees & Compensation
CERNER CAPITAL MANAGEMENT, LLC charges a fee for their services based on a percentage of the client’s assets under management. This fee is typically between 1% to 2% and may vary based on the complexity of the client’s financial situation.
Background
CERNER CAPITAL MANAGEMENT, LLC was founded in 2005 by John Smith, a highly skilled and experienced financial advisor with over 20 years of experience in the industry. Over the years, the company has built a strong reputation for providing high-quality financial advice and services to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest that may arise when working with a financial advisor. CERNER CAPITAL MANAGEMENT, LLC follows a strict code of ethics and discloses any potential conflicts of interest to their clients to ensure transparency and trust in the client-advisor relationship.