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How does the advisor help clients – Key Takeaways:
DELGATTO CAPITAL GROUP LLC is a well-respected financial advisory firm that provides expert guidance to clients in managing their wealth and achieving their financial goals. With a team of highly experienced financial experts, they have built a strong reputation for delivering personalized and comprehensive financial strategies to individuals, families, and businesses.
Facts and Insights:
Founded in 2010, DELGATTO CAPITAL GROUP LLC has been in business for over a decade, serving clients nationwide with a wide range of financial services. As of 2021, the firm manages over $500 million in assets under management and has a team of 15 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 15 |
Financial Services Offered:
DELGATTO CAPITAL GROUP LLC offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning and preparation, risk management, and business succession planning.
Client Types:
The firm serves a diverse client base, including high-net-worth individuals, families, and businesses. They specialize in working with entrepreneurs, executives, and professionals, helping them grow and protect their wealth.
Fees & Compensation:
DELGATTO CAPITAL GROUP LLC is a fee-only advisor, which means they are compensated solely through fees paid by their clients. This fee structure aligns the interests of the firm with their clients, ensuring that they always act in their clients’ best interests.
Background:
The team at DELGATTO CAPITAL GROUP LLC is led by John Delgatto, a highly experienced financial advisor with over 25 years of experience in the industry. He and his team have built a reputation for being trustworthy, transparent, and dedicated to delivering exceptional service to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, DELGATTO CAPITAL GROUP LLC has a fiduciary duty to act in the best interests of their clients. They are legally obligated to disclose any potential conflicts of interest and to always put their clients’ needs first.