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How does the advisor help clients – Key Takeaways:
DEARFIELD CAPITAL MANAGEMENT, LLC is a trusted financial management firm that specializes in providing expert advice and support to their clients. With years of experience under their belt, they have become highly skilled in helping individuals and businesses navigate the complex world of financial planning and investment strategies.
Their team of professionals works closely with each client to understand their unique goals and develop a customized plan that will help them achieve financial success. With a focus on personalized service and a deep understanding of the financial market, DEARFIELD CAPITAL MANAGEMENT, LLC is dedicated to helping their clients build and maintain a strong financial foundation.
Facts and Insights
To get a better understanding of DEARFIELD CAPITAL MANAGEMENT, LLC’s services and expertise, here are some key insights and facts:
- Founded in 2005
- Assets under management: $1 billion
- Number of advisors: 10
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2005 | $1 billion | 10 | 15 years |
Financial Services Offered
DEARFIELD CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help their clients achieve their goals. Some of their services include:
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Education Planning
- Insurance Planning
Client Types
DEARFIELD CAPITAL MANAGEMENT, LLC works with a diverse group of individuals and businesses, providing tailored financial solutions to meet their specific needs. Some of their clients include:
- High-net-worth individuals
- Small businesses
- Retirees
- Professionals
- Young families
Fees & Compensation
DEARFIELD CAPITAL MANAGEMENT, LLC operates as a fee-only firm, meaning they are compensated solely by their clients and do not earn commissions or referral fees. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’ success.
Background
DEARFIELD CAPITAL MANAGEMENT, LLC was founded in 2005 by financial experts with years of experience in the industry. With a deep understanding of the market and a commitment to providing exceptional service, they have built a strong reputation as a trusted advisor to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, DEARFIELD CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Here are some important disclosures to note:
- No criminal or civil actions have been taken against the firm or its advisors
- No regulatory violations have been reported within the past 10 years
- No client complaints have been filed within the past 10 years
It’s important to note that past actions do not guarantee future performance and clients should always do their due diligence before working with any financial advisor.