Facts and Insights
Energize Capital LLC is a financial advisory firm that provides trusted financial guidance to clients. They have a team of knowledgeable and experienced advisors who are dedicated to helping clients achieve their financial goals.
The firm takes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation in order to create a personalized strategy that fits their specific needs.
How does the advisor help clients – Key Takeaways:
- Assess client’s current financial situation and goals
- Develop a personalized financial plan
- Implement and monitor the plan
- Regularly review and adjust the plan as needed
- Provide ongoing support and guidance
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types:
Energize Capital LLC works with individuals, families, and small businesses. They offer services to clients at all stages of their financial journey, from young professionals just starting to plan for their future to retirees looking to preserve and grow their wealth.
Fees & Compensation:
The firm primarily charges a percentage of assets under management as their fee, which varies depending on the size of the client’s portfolio. They may also charge a flat fee for specific financial planning services. Energize Capital LLC does not receive any commissions or third-party payments, ensuring that their advice is always in the best interest of their clients.
Background:
Energize Capital LLC was founded in 2006 and is based in New York City. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and has a clean regulatory record. They pride themselves on their transparency and ethical approach to financial planning.
Financial Advisor Disclosures to Know:
As a registered investment advisor, the firm is legally obligated to disclose any potential conflicts of interest or important information that may be relevant to their clients. These can include past disciplinary actions, financial interests in recommended products, and changes in their business structure. Clients can access these disclosures through the SEC’s Investment Adviser Public Disclosure (IAPD) website.