How does the advisor help clients – Key Takeaways:
EBY CAPITAL MANAGEMENT, LLC is a trusted financial advisor that strives to help clients achieve their financial goals and dreams. The firm provides personalized financial planning and investment management services to individuals, families, and businesses. EBY CAPITAL MANAGEMENT, LLC is committed to providing quality financial guidance and building lasting relationships with their clients. The following are key takeaways on how the advisor helps clients:
- Creates customized financial plans based on clients’ unique goals and needs
- Offers personalized investment strategies based on clients’ risk tolerance and time horizon
- Provides ongoing support and guidance to help clients stay on track towards their financial goals
- Educates clients on financial matters and helps them make informed decisions
Facts and Insights
EBY CAPITAL MANAGEMENT, LLC was founded in 2005 and has been operating successfully for over 16 years. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent registered investment advisor (RIA). It currently has over $500 million in assets under management and a team of experienced advisors who are dedicated to serving their clients’ best interests.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
EBY CAPITAL MANAGEMENT, LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education planning
Client Types
EBY CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Businesses
Fees & Compensation
EBY CAPITAL MANAGEMENT, LLC charges clients a fee based on a percentage of the assets under management. This fee is typically 1% or less and may vary depending on the size and complexity of the client’s portfolio. The firm believes in fee transparency and is committed to providing a fair and competitive fee structure for their clients.
Background
EBY CAPITAL MANAGEMENT, LLC was founded by John Eby, a seasoned financial expert with over 25 years of experience in the industry. He holds a Bachelor’s degree in Finance and an MBA in Financial Planning. John and his team of advisors are dedicated to providing personalized financial advice and services to help clients reach their financial goals.
Financial Advisor Disclosures to Know
EBY CAPITAL MANAGEMENT, LLC operates with the highest ethical standards and places the clients’ interests above their own. The firm has no disclosures or disciplinary actions on record and is committed to maintaining a clean record. EBY CAPITAL MANAGEMENT, LLC is an independent RIA and does not receive any commissions or incentives for recommending specific financial products, ensuring that their advice is unbiased and in the clients’ best interests.