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How does the advisor help clients – Key Takeaways:
Eaglestone Capital Management LLC is a highly experienced and reputable financial management firm that is dedicated to providing expert advice and assistance to its clients. With a team of knowledgeable advisors and a comprehensive range of financial services, Eaglestone Capital Management LLC is well-equipped to help clients achieve their financial goals and secure their financial future.
Facts and Insights:
Eaglestone Capital Management LLC was founded in 2005 and has been in business for over 15 years. As of 2020, the firm has over $2.5 billion in assets under management and a team of 30 advisors. It is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Adviser (RIA).
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 30 | $2.5 billion |
Financial Services Offered:
Eaglestone Capital Management LLC prides itself on offering a wide range of financial services to its clients. These include investment management, financial planning, retirement planning, tax planning and estate planning. Their experienced advisors work closely with clients to develop personalized financial plans that align with their specific goals and objectives.
Client Types:
Eaglestone Capital Management LLC serves a diverse group of clients including individuals, high-net-worth individuals, families, and institutions. The firm tailors its services to meet the unique needs and preferences of each client, providing personalized and individualized attention.
Fees & Compensation:
Eaglestone Capital Management LLC charges fees based on a percentage of assets under management, with rates varying depending on the services provided. The firm is committed to transparency and provides clients with detailed fee schedules and disclosures, ensuring that clients are fully aware of all fees and any potential conflicts of interest.
Background:
Eaglestone Capital Management LLC was founded by a team of highly experienced and qualified financial professionals with diverse backgrounds in finance, investing, and wealth management. The firm is dedicated to providing clients with the highest level of expertise and service, and its advisors have a deep understanding of the financial markets and trends.
Financial Advisor Disclosures to Know:
As a registered investment adviser, Eaglestone Capital Management LLC is required to file a Form ADV disclosing any potential conflicts of interest, disciplinary actions, or financial disclosures. This information is publicly available on the SEC’s website and clients are encouraged to review it before working with the firm.
In conclusion, Eaglestone Capital Management LLC is a reputable and trustworthy financial management firm that offers a comprehensive range of services to assist clients in achieving their financial goals. With a team of experienced advisors and a commitment to transparency and client satisfaction, Eaglestone Capital Management LLC is a valuable resource for individuals, families, and institutions seeking expert financial guidance and support.