How does the advisor help clients – Key Takeaways:
EBER CAPITAL MANAGEMENT offers comprehensive financial management services to help clients achieve their financial goals. Their approach is centered around creating personalized and customized strategies for each individual or family, taking into account their unique financial circumstances and risk tolerance.
Facts and Insights
EBER CAPITAL MANAGEMENT has been in business for over 15 years, serving individuals, families, and businesses. Their team of experienced advisors holds various financial certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
With a diverse range of clients, from high net worth individuals to small business owners, EBER CAPITAL MANAGEMENT has managed to build a strong reputation for providing expert financial advice and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
EBER CAPITAL MANAGEMENT offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and risk management. They also provide advice on budgeting, debt management, and college planning.
Client Types
EBER CAPITAL MANAGEMENT caters to a diverse range of clients, including high net worth individuals, families, and small businesses. They also work with clients at different stages of life, from young professionals just starting to build their wealth to retirees looking to preserve and manage their assets.
Fees & Compensation
EBER CAPITAL MANAGEMENT operates on a fee-only basis, meaning they do not receive any commissions from the sale of financial products, ensuring their advice is unbiased. Their fees are based on a percentage of the assets under management, with no minimum account size required.
Background
EBER CAPITAL MANAGEMENT was founded by John Eber, who has over 25 years of experience in the financial industry. He wanted to create a firm that put clients’ interests first and provided personalized financial solutions to help them reach their goals.
The team at EBER CAPITAL MANAGEMENT is highly qualified and experienced, with a diverse range of backgrounds and specialties, ensuring clients receive comprehensive and customized financial advice.
Financial Advisor Disclosures to Know
EBER CAPITAL MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest.
Potential conflicts of interest may include recommendations or sales of certain financial products, such as insurance or annuities, that may earn the firm additional compensation. However, EBER CAPITAL MANAGEMENT is committed to transparently disclosing any potential conflicts and putting their clients’ interests first.
In conclusion, EBER CAPITAL MANAGEMENT is a reputable and experienced financial advisor that offers comprehensive financial management services to help clients achieve their financial goals. With a team of highly qualified advisors, a diverse range of clients, and a commitment to transparency, they are a great choice for individuals, families, and businesses seeking expert financial guidance.