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How does the advisor help clients – Key Takeaways:
Della Parola Capital Management is a well-respected financial management firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide a wide range of financial services to a variety of clients. Their expertise and dedication to their clients make them a go-to resource for financial advice.
Facts and Insights:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|————————-|———————|——————|
| $500 million | 25 | 15 years |
These numbers are a testament to the success and growth of Della Parola Capital Management. With $500 million in assets under management and a team of 25 advisors, they have been in business for 15 years, providing top-notch financial services to their clients.
Financial Services Offered:
Della Parola Capital Management offers a variety of financial services to their clients. These include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Their team of experienced advisors is well-equipped to handle all aspects of their clients’ financial needs.
Client Types:
Della Parola Capital Management caters to a diverse range of clients, including:
- High net worth individuals
- Families
- Small business owners
They understand that each client has unique financial goals and they tailor their services to meet those specific needs.
Fees & Compensation:
Della Parola Capital Management prides itself on transparency and fairness when it comes to fees and compensation. They charge a fee based on a percentage of assets under management, which ensures that their interests are aligned with their clients’ interests. They do not earn commissions on any financial products, eliminating any potential conflicts of interest.
Background:
The founder and CEO, John Della Parola, has over 30 years of experience in the financial industry. He holds a CFA designation and is committed to providing personalized and high-quality financial services to his clients. He leads a team of experienced advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Della Parola Capital Management is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients. They have a clean record with no regulatory disclosures or disciplinary actions.
In conclusion, Della Parola Capital Management’s success and dedication to their clients make them a top choice for financial management. With their commitment to transparency, personalized services, and expertise, clients can trust that their financial well-being is in capable hands.