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How does the advisor help clients – Key Takeaways:
- Provides financial expertise and guidance to clients
- Offers a range of financial services, such as investment management and financial planning
- Serves various types of clients, including individuals and businesses
- Has a reputation for transparency and honesty
Facts and Insights
CLEARSPRING CAPITAL PARTNERS is a renowned financial advisor that provides expert guidance and services to clients. With a focus on transparency and integrity, the firm has gained a reputation for helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 1998 |
|---|---|
| Assets Under Management | $5 billion (as of December 31, 2020) |
| Number of Advisors | 50 |
Financial Services Offered
- Investment management
- Financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
- Individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
CLEARSPRING CAPITAL PARTNERS charges a fee based on a percentage of the assets under management. This fee is typically around 1% and may vary depending on the specific services and level of assets. The firm also discloses any potential conflicts of interest and does not receive commissions for recommending specific investments.
Background
CLEARSPRING CAPITAL PARTNERS was founded in 1998 and has been providing financial services for over 20 years. The firm is headquartered in New York City and has established a strong reputation for its expertise and integrity in the industry.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. CLEARSPRING CAPITAL PARTNERS has a clean record with no disciplinary actions or conflicts of interest reported by regulatory bodies.