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How does the advisor help clients – Key Takeaways:
DeWitt Capital Management LLC is a financial advisory firm that provides comprehensive and personalized financial solutions to its clients. The firm is dedicated to helping individuals and families achieve their financial goals by providing expert advice and guidance. Here are some key takeaways on how DeWitt Capital Management LLC helps its clients:
- Acting as a financial expert, DeWitt Capital Management LLC guides clients in making well-informed financial decisions.
- The firm offers a wide range of financial services to cater to the unique needs and goals of each client.
- DeWitt Capital Management LLC works with different types of clients, including individuals, families, and institutions.
- The advisors at DeWitt Capital Management LLC are experienced and knowledgeable, providing clients with valuable insights on various financial matters.
Facts and Insights
DeWitt Capital Management LLC was founded in 2010 and is headquartered in New York City. The firm has a team of highly qualified advisors who have over 20 years of experience in the financial industry. The advisors at DeWitt Capital Management LLC have the skills and expertise to navigate through the ever-changing and complex financial landscape. They stay updated on the latest trends and insights to provide clients with the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million (as of December 31, 2020) |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 11 years |
Financial Services Offered
DeWitt Capital Management LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
The firm follows a comprehensive approach to financial planning, taking into account all aspects of a client’s financial situation to provide them with a personalized and effective plan.
Client Types
DeWitt Capital Management LLC works with different types of clients, including:
- Individuals
- Families
- Institutions
The firm believes that each client has their own unique financial goals and needs, and therefore, takes a personalized approach to cater to these individual requirements.
Fees & Compensation
DeWitt Capital Management LLC charges a fee based on a percentage of assets under management. The firm’s fees are competitive and transparent, and there are no hidden costs. Clients can be assured that their advisor’s interests are aligned with their own, as the firm’s compensation is directly tied to the performance of their clients’ portfolios.
Background
DeWitt Capital Management LLC was founded by John DeWitt, who has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP®) and has a Bachelor’s degree in Finance. John and his team are committed to providing their clients with the highest level of service and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, DeWitt Capital Management LLC is committed to putting its clients’ interests first and adheres to all regulations set by the Securities and Exchange Commission (SEC). The firm has a clean record and has no disclosures or disciplinary actions to report.
In conclusion, DeWitt Capital Management LLC is a trusted financial advisor that has a proven track record of helping clients achieve their financial goals. With its dedicated team of advisors, comprehensive services, and personalized approach, the firm is well-equipped to guide clients through their financial journey.