About COX CAPITAL MANAGEMENT LLC
COX CAPITAL MANAGEMENT LLC is a registered investment advisory firm based in Denver, Colorado. The firm was founded in 2010 and has been providing financial services to clients for over 10 years. Led by a team of experienced professionals, COX CAPITAL MANAGEMENT LLC offers personalized solutions to meet the unique needs of each client.
How does the advisor help clients – Key Takeaways:
- COX CAPITAL MANAGEMENT LLC provides personalized financial solutions to clients based on their individual needs and goals.
- The firm offers a range of services including financial planning, investment management, and retirement planning.
- The team at COX CAPITAL MANAGEMENT LLC has a strong understanding of the financial landscape and strives to provide objective and unbiased advice to clients.
Facts and Insights
COX CAPITAL MANAGEMENT LLC currently has $500 million assets under management and employs 10 advisors to serve their client base. The firm has a growing reputation in the industry for its commitment to client satisfaction and delivering excellent results.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
COX CAPITAL MANAGEMENT LLC serves a diverse group of clients, including individuals, families, businesses, and institutions. The firm works closely with each client to understand their unique financial goals and tailor their services accordingly.
Fees & Compensation
COX CAPITAL MANAGEMENT LLC charges a fee based on a percentage of assets under management. This fee is typically 1% or less, depending on the size of the client’s portfolio. The firm prides itself on transparency and always strives to keep fees competitive and fair.
Background
The team at COX CAPITAL MANAGEMENT LLC has a wealth of experience in the financial industry and holds various professional designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are committed to staying current with market trends and regulations to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
COX CAPITAL MANAGEMENT LLC has a clean record with no regulatory or legal disclosures. The firm upholds strict ethical standards and always puts their clients’ best interests first.