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How does the advisor help clients – Key Takeaways:
EG CAPITAL provides financial advisory services to clients looking to grow and manage their wealth. With a team of experienced advisors, the firm offers personalized and comprehensive financial planning solutions to help clients achieve their financial goals.
Facts and Insights
– Assets Under Management: EG CAPITAL manages approximately $500 million in assets for its clients.
– Number of Advisors: The firm has a team of 10 advisors, each with expertise in different areas of financial planning and management.
– Time in Business: EG CAPITAL has been in business for over 20 years, establishing a strong track record of success and reliability.
Financial Services Offered
EG CAPITAL offers a wide range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial life to create a customized strategy.
Client Types
The firm primarily serves high-net-worth individuals and families, as well as business owners and executives. EG CAPITAL’s clients include professionals, entrepreneurs, and retirees who are seeking to build and preserve their wealth for future generations.
Fees & Compensation
As a fee-only advisor, EG CAPITAL charges a percentage fee based on the assets under management. This ensures that their interests are aligned with their clients’ as they only make money when their clients’ assets grow. The firm also does not receive any commissions or kickbacks, providing clients with unbiased and transparent advice.
Background
Founded in 1999, EG CAPITAL has built a solid reputation for providing top-notch financial advisory services to its clients. The firm’s team of advisors has a combined experience of over 100 years in the financial industry, making them well-equipped to handle even the most complex financial situations.
Financial Advisor Disclosures to Know
EG CAPITAL is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, the firm has a fiduciary duty to act in the best interests of its clients and disclose any potential conflicts of interest. The firm also has a clean record with no disciplinary actions taken against it.
In conclusion, EG CAPITAL is a trusted financial advisor that helps clients achieve their financial goals through personalized and comprehensive financial planning. With a team of experienced advisors, the firm offers a wide range of financial services and operates with transparency and integrity.