…
About DEFELICE CAPITAL MANAGEMENT LLC
DEFELICE CAPITAL MANAGEMENT LLC is a leading financial advisory firm that provides high-quality wealth management services to clients. With years of experience and a team of dedicated professionals, DEFELICE CAPITAL MANAGEMENT LLC has established itself as a trusted and reliable partner for individuals and businesses.
How does the advisor help clients – Key Takeaways:
- Offers strategic and personalized financial planning solutions
- Provides expert investment guidance and portfolio management
- Assists with retirement planning and estate planning
- Offers a comprehensive range of financial services
- Caters to a diverse clientele including individuals, families, and businesses
- Uses a transparent and client-focused approach
Facts and Insights
DEFELICE CAPITAL MANAGEMENT LLC is committed to providing its clients with the best financial advice and services. Some key facts and insights about the firm are:
- Over $500 million in assets under management
- Founded in 2005
- Over 500 satisfied clients
- A team of experienced and knowledgeable advisors
- Proven track record of success
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15 years |
Financial Services Offered
DEFELICE CAPITAL MANAGEMENT LLC offers a comprehensive range of financial services to its clients, including:
- Investment management
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Business succession planning
Client Types
DEFELICE CAPITAL MANAGEMENT LLC caters to a diverse clientele, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- C-suite executives
- Retirees
- Non-profit organizations
Fees & Compensation
DEFELICE CAPITAL MANAGEMENT LLC believes in complete transparency and honesty when it comes to fees and compensation. The firm operates on a fee-only structure, which means they do not earn commissions or receive third-party payments. This ensures that their advice is always unbiased and in the best interest of their clients.
Background
DEFELICE CAPITAL MANAGEMENT LLC was founded in 2005 by John DeFelice, a seasoned financial advisor with over 20 years of experience in the industry. The firm has grown significantly over the years, expanding its services and client base.
Financial Advisor Disclosures to Know
DEFELICE CAPITAL MANAGEMENT LLC takes its commitment to client confidentiality very seriously. However, there are certain legal disclosures that clients should be aware of, which include:
- Record of any disciplinary actions against the firm or its advisors
- Potential conflicts of interest
- Ownership or stake in any recommended investment products or companies
Clients can access these disclosures on the firm’s website or by requesting them directly from their advisor.