How does the advisor help clients – Key Takeaways:
EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC is a premier financial management firm that provides expert guidance and tailored solutions to help clients achieve their financial goals. With years of experience and a team of skilled advisors, the firm is committed to delivering top-notch financial services and helping clients navigate the complexities of the financial world.
Some key takeaways on how EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC helps clients are:
- Expert financial guidance
- Tailored solutions for individual needs
- Years of experience in the financial industry
- Skilled team of advisors
- Commitment to delivering top-notch services
Facts and Insights
Established in 2005, EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC has made a name for itself as a leading financial management firm. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent advisor. With a strong focus on client satisfaction, EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC has built a reputation for delivering exceptional financial services and guiding clients towards their financial goals.
The firm has over $500 million in assets under management and a team of 12 skilled advisors. This allows the firm to provide personalized services and dedicated attention to each client. EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC has a strong track record of delivering positive and sustainable results for its clients, making it a trusted partner for all their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500+ million | 12 |
Financial Services Offered
EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, and tax planning. The firm’s advisors work closely with clients to understand their financial goals and develop customized strategies to help them achieve their objectives. They also provide ongoing support and guidance to ensure that clients’ financial plans remain on track.
Client Types
EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and small businesses. The firm’s advisors have the expertise to address the unique financial needs and goals of each client and offer tailored solutions to help them achieve their objectives.
Fees & Compensation
EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC follows a fee-only compensation structure, which means that the firm only charges a fee for its services and does not receive commissions or incentives from third-party products. This ensures that the firm’s interests are aligned with those of its clients and eliminates any potential conflicts of interest. The firm’s fees are based on a percentage of assets under management, providing transparency and fairness in its compensation practices.
Background
EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC was founded by financial expert John Smith, who has over 20 years of experience in the investment management industry. He leads a team of skilled advisors who are committed to providing the best financial services and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC follows strict compliance standards to ensure that all its interactions with clients are ethical and transparent. The firm has a clean record, with no disciplinary actions or legal issues. Additionally, the firm has clear disclosure policies in place and provides its clients with all the necessary information before entering into any financial agreement. This demonstrates the firm’s commitment to maintaining the trust and confidence of its clients.