How does the advisor help clients – Key Takeaways:
CLC CAPITAL MANAGEMENT is a financial management firm that specializes in providing expert guidance and advice to its clients. They offer a wide range of financial services and have a team of dedicated advisors who are well-versed in the industry. When working with CLC CAPITAL MANAGEMENT, clients can expect personalized services that are tailored to their individual needs and goals.
Facts and Insights
CLC CAPITAL MANAGEMENT has been in business for over 15 years and has built a strong reputation for their financial expertise and comprehensive services. They currently manage over $500 million in assets and have a team of 10 experienced financial advisors.
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
CLC CAPITAL MANAGEMENT offers a wide range of financial services that cover every aspect of their clients’ financial needs. Some services include wealth management, retirement planning, investment management, tax planning, and estate planning. They also offer specialized services for business owners such as employee benefits and succession planning.
Client Types
CLC CAPITAL MANAGEMENT works with a diverse range of clients, including individuals, families, and business owners. They have the expertise to cater to various financial needs and goals, making their services accessible to anyone seeking financial guidance and advice.
Fees & Compensation
CLC CAPITAL MANAGEMENT operates on a fee-based compensation structure, which means their fees are based on a percentage of their clients’ assets under management. This structure ensures that their interests are aligned with their clients’ and they are motivated to help their clients’ assets grow.
Background
CLC CAPITAL MANAGEMENT was founded in 2005 by a group of financial experts who wanted to provide comprehensive and personalized financial services to their clients. The firm has since grown to become a reputable and trusted name in the financial management industry. They have a team of experienced and dedicated advisors who are committed to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
As with any financial management firm, it is essential to be aware of any potential conflicts of interest or legal disclosures. CLC CAPITAL MANAGEMENT operates with a fiduciary duty, meaning they are legally obligated to act in their clients’ best interests. They do not have any legal or disciplinary disclosures, and their team of advisors is licensed and registered with all necessary regulatory bodies.