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How does the advisor help clients – Key Takeaways:
When it comes to financial management, clients want to work with someone who has a deep understanding of the industry and can provide expert guidance. This is where Downing Capital Group comes in. The firm is known for its talented team of financial experts and their ability to cater to the unique needs of their clients. Here are some key takeaways on how Downing Capital Group helps its clients.
Facts and Insights
Before we dive into the services and offerings of Downing Capital Group, it’s important to understand some key facts and insights about the firm. Here are some important numbers to note.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Downing Capital Group offers a wide range of financial services to its clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Downing Capital Group caters to a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Corporate executives
- Family offices
Fees & Compensation
Fees and compensation can vary from firm to firm. At Downing Capital Group, the firm operates on a fee-only structure, meaning they do not earn commissions on the products or services they recommend to clients. This ensures that their advice is unbiased and in the best interest of their clients’ financial goals.
Background
Downing Capital Group was founded in 2001 and has been providing financial services to clients for over 20 years. The firm is headquartered in New York City and has a team of 10 experienced financial advisors. The firm’s founders, John Downing and Sarah Hammond, have over 50 years of combined experience in the industry.
Financial Advisor Disclosures to Know
As with any financial transaction, it’s important to know and understand any disclosures that may apply to your advisor. At Downing Capital Group, the firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means they have a fiduciary duty to act in the best interest of their clients. The firm also has a clean compliance record with no disciplinary actions taken against them.