How does the advisor help clients – Key Takeaways:
DEERWOOD CAPITAL, LLC is dedicated to providing exceptional financial expertise to their clients. Their team of skilled advisors strives to assist clients in achieving their financial goals through personalized strategies and innovative solutions.
DEERWOOD CAPITAL, LLC understands the unique needs and goals of each client and works closely with them to develop a customized plan that best fits their individual financial situation.
Facts and Insights
DEERWOOD CAPITAL, LLC was founded in 2005 and has since built a solid reputation as a trusted financial advisor. With years of experience and expertise, the firm has helped numerous clients achieve their financial objectives.
As of 2019, the firm manages over $500 million in total assets under management and has a team of 10 skilled advisors dedicated to providing top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
DEERWOOD CAPITAL, LLC offers a comprehensive range of financial services to their clients, including investment management, retirement planning, estate planning, tax planning, and more.
The firm takes a holistic approach to financial planning and works closely with clients to create a personalized strategy that addresses their specific financial needs and goals.
Client Types
DEERWOOD CAPITAL, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm is well-equipped to handle the unique financial situations and goals of each of their clients and provides top-notch services to help them achieve success.
Fees & Compensation
DEERWOOD CAPITAL, LLC offers their services on a fee-based structure, charging a percentage of assets under management as their compensation. This ensures that their advisors are always working in the best interest of their clients and aligns their goals with their clients’ goals.
Background
The team at DEERWOOD CAPITAL, LLC is comprised of highly qualified and experienced financial professionals. They bring a wealth of knowledge and expertise in various areas of financial planning, ensuring that their clients receive the best possible guidance and solutions for their financial needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, DEERWOOD CAPITAL, LLC is legally bound to act in the best interests of their clients. They are committed to full transparency and always disclose any potential conflicts of interest to their clients. Additionally, the firm follows all regulatory guidelines and regularly reviews their practices to ensure compliance and ethical standards are met.