How does the advisor help clients – Key Takeaways:
DISTANCE CAPITAL MANAGEMENT LLC provides financial expertise and services to clients, helping them achieve their financial goals and make informed decisions about their money. They offer a range of financial services and cater to different types of clients, all while being transparent about their fees and compensation.
Facts and Insights
Founded in 2005, DISTANCE CAPITAL MANAGEMENT LLC has been in the financial industry for 15 years. They have a total of 40 advisors and manage assets worth $2.5 billion on behalf of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 40 | $2.5 billion |
Financial Services Offered
DISTANCE CAPITAL MANAGEMENT LLC offers a variety of financial services to its clients, including investment management, financial planning, retirement planning, and tax planning. They also offer insurance and risk management services to help clients protect their assets and plan for the unexpected.
Client Types
DISTANCE CAPITAL MANAGEMENT LLC caters to a diverse range of clients, including individuals, families, small business owners, and institutional investors. They have the expertise to understand the unique financial needs of each client and provide personalized solutions to help them reach their financial goals.
Fees & Compensation
DISTANCE CAPITAL MANAGEMENT LLC is transparent about its fees and compensation structure. They primarily charge a percentage of the assets under management as their fee, and may also charge hourly or flat fees for specific services. They do not receive any commissions for selling financial products, ensuring that their advice is unbiased and in the best interest of their clients.
Background
DISTANCE CAPITAL MANAGEMENT LLC was founded by a team of experienced financial professionals with a passion for helping clients achieve financial success. They use a comprehensive and personalized approach, considering each client’s unique financial situation and goals to create a customized financial plan.
Financial Advisor Disclosures to Know
DISTANCE CAPITAL MANAGEMENT LLC is a registered investment advisor, meaning they have a fiduciary duty to act in their clients’ best interests. They have a clean disciplinary record, with no reported regulatory violations or disciplinary actions.