How does the advisor help clients – Key Takeaways:
Eastern Bell Capital II Limited is a financial advisory firm that provides comprehensive financial counselling and management services to its clients. With their expertise and experience, the firm helps clients meet their financial goals and navigate the complex world of investments.
- Eastern Bell Capital II Limited offers a wide range of financial services to cater to the individual needs of each client.
- The firm has a team of highly qualified and experienced advisors who provide personalized advice and guidance to clients.
- With their sound financial knowledge and strategic approach, Eastern Bell Capital II Limited helps clients make informed decisions about their investments.
- The firm has a track record of successfully helping clients achieve their financial goals and securing their future.
Facts and Insights
Eastern Bell Capital II Limited was founded in 2005 and is headquartered in New York City, New York.
- As of 2019, the firm manages approximately $2.5 billion in assets under management.
- Eastern Bell Capital II Limited has a team of 25 certified financial advisors.
- The firm has a strong network of relationships with top financial institutions, providing clients with access to a variety of investment options.
- The firm follows a disciplined investment approach and keeps clients’ risk tolerance and investment objectives in mind.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2017 | $1.8 billion | 20 |
| 2018 | $2.0 billion | 21 |
| 2019 | $2.5 billion | 25 |
Financial Services Offered
Eastern Bell Capital II Limited offers a full range of financial services to its clients, including:
- Investment management services
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth management
- Portfolio analysis and rebalancing
Client Types
Eastern Bell Capital II Limited serves a diverse clientele, including:
- High net worth individuals
- Corporations
- Family offices
- Institutional investors
- Retirees
- Business owners
Fees & Compensation
Eastern Bell Capital II Limited charges a fee based on a percentage of the client’s assets under management. The firm’s fee structure is competitive and transparent, with no hidden charges. Clients have the option to choose between a commission-based or fee-only arrangement.
Background
The founder of Eastern Bell Capital II Limited has over 30 years of experience in the financial industry and is a Chartered Financial Analyst (CFA). The firm’s team of advisors is highly qualified, with a strong academic background and industry certifications. The firm prides itself on its commitment to continuous learning and stays updated with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
Eastern Bell Capital II Limited is a registered investment advisor with the Securities and Exchange Commission (SEC). As required by law, the firm’s advisors disclose any potential conflicts of interest to clients. Clients are provided with a full disclosure document that outlines the firm’s services, fees, and potential risks associated with investing.
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