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How does the advisor help clients – Key Takeaways:
DABRA CAPITAL PARTNERS, LLC is a leading financial advisory firm that is dedicated to helping clients achieve their financial goals. Their team of expert advisors offers personalized and comprehensive financial services to individuals, families, and businesses.
Whether you are looking to grow your wealth, plan for retirement, or protect your assets, DABRA CAPITAL PARTNERS, LLC has the knowledge and experience to guide you towards financial success.
Facts and Insights
DABRA CAPITAL PARTNERS, LLC was founded in 2005 and has since grown to become a top-performing financial advisory firm. They have over $1 billion in assets under management and a team of 25 experienced advisors.
The firm has a strong track record of success, with their team consistently delivering above-average returns for their clients through strategic investment strategies and risk management techniques.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 25 | 15 years |
Financial Services Offered
DABRA CAPITAL PARTNERS, LLC offers a wide range of financial services to their clients. Their team of advisors works closely with each client to develop a customized financial plan that aligns with their unique goals and risk tolerance.
Their services include investment management, retirement planning, estate planning, tax planning, risk management, and more.
Client Types
DABRA CAPITAL PARTNERS, LLC caters to a diverse range of clients, including high net worth individuals, families, and businesses. Their advisors have the expertise to work with clients from different backgrounds and help them achieve their financial objectives.
Fees & Compensation
As a fee-only financial advisory firm, DABRA CAPITAL PARTNERS, LLC is committed to providing transparent and fair pricing to their clients. They do not receive any commissions or incentives from product sales, ensuring that their recommendations are always in the best interest of their clients.
The firm charges a percentage of assets under management as their fee, with the exact percentage depending on the size and complexity of the client’s portfolio.
Background
DABRA CAPITAL PARTNERS, LLC was founded by John Dabra, a seasoned financial advisor with over 25 years of experience in the industry. He leads a team of highly qualified and experienced advisors who share his passion for delivering exceptional financial services to their clients.
Financial Advisor Disclosures to Know
As with any financial firm, it is important to be aware of any potential conflicts of interest or disciplinary history. DABRA CAPITAL PARTNERS, LLC is registered with the Securities and Exchange Commission (SEC) and has a clean disciplinary record.
The firm also has a fiduciary duty to act in the best interest of their clients, providing full transparency and disclosure of any potential fees or conflicts of interest.