How does the advisor help clients – Key Takeaways:
EBERT CAPITAL MANAGEMENT INC. is a well-known and trusted financial advisory firm that specializes in providing expert financial advice and services to clients from all walks of life. Their team of dedicated and experienced advisors are committed to helping clients achieve their financial goals and secure their future.
Facts and Insights
EBERT CAPITAL MANAGEMENT INC. has been in business for over 20 years and has earned a solid reputation for providing quality financial services to individuals, families, and businesses. Their team of advisors has a combined experience of over 50 years in the financial industry, making them experts in their field.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 20 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Wealth Management
- Estate Planning
- Tax Planning
- Insurance Planning
- Cash Flow Management
Client Types
EBERT CAPITAL MANAGEMENT INC. offers financial services to a diverse range of clients, including:
- High-net-worth individuals
- Small business owners
- C-Suite executives
- Retirees
- Families
Fees & Compensation
EBERT CAPITAL MANAGEMENT INC. follows a fee-based compensation structure, which means that their advisors charge a fee based on a percentage of the assets they manage for their clients. This ensures that their advisors have their clients’ best interests in mind when making investment decisions.
Background
The founder of EBERT CAPITAL MANAGEMENT INC., John Ebert, is a certified financial planner (CFP) who has a passion for helping others achieve financial success. He has assembled a team of like-minded individuals who share his values and dedication to providing top-notch financial advice and services.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to understand any disclosures they may have. EBERT CAPITAL MANAGEMENT INC. believes in transparency and has no disclosures to report. They are a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and are held to a fiduciary standard, meaning they must always act in their clients’ best interests.