How does the advisor help clients – Key Takeaways:
The team at Collegiate Capital Management, Inc. prides themselves on their expertise in the financial industry, providing exceptional services to clients without making them feel overwhelmed or confused. Their approach involves creating custom-tailored financial plans based on each client’s unique needs and goals, while also offering ongoing guidance and support to ensure a secure and successful financial future.
Facts and Insights
Collegiate Capital Management, Inc. has been in the business for over 15 years, serving clients across the country with a wide range of financial services. Their team includes highly educated and experienced financial advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
Collegiate Capital Management, Inc. serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Retirees
Fees & Compensation
As a fee-based advisory firm, Collegiate Capital Management, Inc. charges a percentage of assets under management as their primary form of compensation. This means that their success is directly tied to the success of their clients, aligning their interests with those of their clients.
Background
The team at Collegiate Capital Management, Inc. has extensive knowledge and experience in the financial industry. Their advisors hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Life Underwriter (CLU). This expertise allows them to provide comprehensive and strategic financial services to their clients.
Financial Advisor Disclosures to Know
Collegiate Capital Management, Inc. follows a code of integrity and transparency when it comes to their clients’ investments. They adhere to all applicable laws and regulations and fully disclose any potential conflicts of interest to their clients. Their top priority is always acting in the best interest of their clients and upholding their fiduciary duty.