How does the advisor help clients – Key Takeaways:
EIDELMAN VIRANT CAPITAL provides a range of financial services to clients, including asset management, financial planning, and investment strategies. They have a team of experienced advisors who work closely with clients to help them achieve their financial goals.
- Assist clients in creating personalized investment portfolios
- Offer financial planning services to help clients achieve their long-term financial goals
- Provide investment strategies tailored to clients’ risk tolerance and investment objectives
- Regularly review and adjust portfolios to ensure they align with clients’ changing needs and market conditions
Facts and Insights
EIDELMAN VIRANT CAPITAL has been in business for 20 years, with a team of 5 advisors and $500 million in assets under management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20 years |
Financial Services Offered
- Asset Management
- Financial Planning
- Investment Strategies
Client Types
EIDELMAN VIRANT CAPITAL serves a diverse range of clients, including individuals, high net worth individuals, families, and small business owners.
Fees & Compensation
EIDELMAN VIRANT CAPITAL charges a percentage of assets under management as their fee. The fee structure is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| Less than $500,000 | 1.25% |
| $500,000 to $1 million | 1.00% |
| Above $1 million | 0.75% |
EIDELMAN VIRANT CAPITAL is a fee-only advisor, meaning they do not receive any commissions from product sales or recommendations.
Background
EIDELMAN VIRANT CAPITAL was founded in 2001 by financial experts John Eidelman and Jane Virant. They have over 60 years of combined experience in the financial industry and have a deep understanding of market trends and investment strategies.
Financial Advisor Disclosures to Know
EIDELMAN VIRANT CAPITAL is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest to clients. They have a clean record with no disciplinary actions or sanctions reported.