How Does EIGHTONE CAPITAL LLCHelp Clients – Key Takeaways:
EIGHTONE CAPITAL LLC acts as a trusted financial advisor to help clients achieve their financial goals. The firm provides a wide range of services, including investment management, financial planning, and retirement planning. With their extensive expertise and personalized approach, EIGHTONE CAPITAL LLC helps clients make informed financial decisions and build a secure financial future.
Facts and Insights
EIGHTONE CAPITAL LLC was founded in 2005 and is based in New York. The firm has a team of highly experienced advisors who have a combined experience of over 100 years in the financial industry. This allows the firm to provide expert advice and guidance to clients from all walks of life.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 16 years |
Financial Services Offered
EIGHTONE CAPITAL LLC offers a variety of financial services to help clients manage and grow their wealth. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
EIGHTONE CAPITAL LLC caters to a diverse range of clients, including individuals, families, and small businesses. Their personalized approach ensures that each client’s unique financial needs and goals are taken into account while creating a customized financial plan.
Fees & Compensation
EIGHTONE CAPITAL LLC operates on a fee-only model, meaning they do not earn any commissions or fees from the sale of financial products. This ensures that their recommendations are unbiased and in the best interest of their clients. The firm charges a percentage of assets under management as their fee, which provides an incentive for them to grow their clients’ portfolios.
Background
The professionals at EIGHTONE CAPITAL LLC have years of experience and extensive knowledge of the financial markets. The firm’s advisors stay updated with the latest industry trends and utilize advanced technology to provide top-notch financial services to their clients.
Financial Advisor Disclosures to Know
EIGHTONE CAPITAL LLC operates with full transparency and abides by all disclosure regulations. The firm’s advisors have a fiduciary duty, meaning they are legally obligated to act in the best interest of their clients. Additionally, the firm has no reported disclosures, meaning they have a clean disciplinary history.