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About COX CAPITAL, LLC
COX CAPITAL, LLC is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced financial experts, COX CAPITAL, LLC provides personalized and comprehensive financial planning and investment management services to individuals, families, and businesses.
How does COX CAPITAL, LLC help clients? – Key Takeaways:
- Offers personalized and comprehensive financial planning and investment management services
- Helps clients achieve their financial goals
- Provides expert guidance and advice to navigate through complex financial situations
Facts and Insights:
Founded in 2005, COX CAPITAL, LLC has been in the financial industry for over 15 years. The team at COX CAPITAL, LLC has a vast knowledge of financial markets and a deep understanding of various investment options, allowing them to provide their clients with sound financial advice and strategies.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types:
COX CAPITAL, LLC works with a diverse range of clients, including individuals, families, and businesses. They tailor their financial services to meet the specific needs and goals of each client, ensuring a personalized and comprehensive approach to financial planning.
Fees & Compensation:
COX CAPITAL, LLC operates on a fee-only structure, meaning their advisors do not earn commissions or incentives for selling specific products or services. This ensures that their recommendations are unbiased and in the best interest of their clients.
The fees for their services are based on a percentage of assets under management, which can range from 0.5% to 2% depending on the amount of assets and complexity of the client’s financial situation. They also offer hourly consulting fees for specific financial planning needs.
Background:
COX CAPITAL, LLC was founded by John Cox, a highly experienced and reputable financial advisor with over 25 years of experience in the industry. He holds several certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm’s team of advisors also has extensive experience and expertise in various areas of financial planning and investment management.
Financial Advisor Disclosures to Know:
COX CAPITAL, LLC is a registered investment adviser and is required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in their clients’ best interests and fully disclose any potential conflicts prior to providing services.
The firm’s advisors may also receive compensation from third-party providers for the use of certain investment products or services. However, they ensure full transparency and disclose any potential conflicts to their clients upfront.
Overall, COX CAPITAL, LLC prides itself on its ethical and transparent approach to financial planning and investment management, providing clients with the confidence and peace of mind they need to reach their financial goals.
If you are in need of expert financial advice and guidance, contact COX CAPITAL, LLC today to schedule a consultation.