How does the advisor help clients – Key Takeaways:
ENSURE CAPITAL LLC is a top-rated financial advisory firm that specializes in providing comprehensive and personalized financial services to its clients. With a team of highly experienced financial experts, the firm helps clients achieve their financial goals and secure their future through strategic financial planning and investment management.
Facts and Insights
Established in 2001, ENSURE CAPITAL LLC has been in the financial services industry for over 20 years. It is headquartered in New York City and has branch offices in major cities across the United States.
The firm has over $5 billion in assets under management, with a team of 50 advisors who have an average of 15 years of experience in the industry. This makes ENSURE CAPITAL LLC one of the leading advisory firms in terms of assets managed and experience.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50 | Over 20 years |
Financial Services Offered
ENSURE CAPITAL LLC offers a wide range of financial services to its clients, including financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. The firm’s team of experts work closely with clients to understand their unique financial goals and create personalized strategies to help them achieve those goals.
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, and institutions. ENSURE CAPITAL LLC understands that every client has unique needs and objectives, and the firm’s customized approach ensures that each client receives tailored solutions to meet their specific goals.
Fees & Compensation
ENSURE CAPITAL LLC charges clients based on a fee-only model, which means they do not earn commissions on products or services sold. This aligns their interests with those of their clients, as they only make money when their clients’ investments grow. The firm’s fees are transparent, and clients can expect no hidden costs when working with ENSURE CAPITAL LLC.
Background
ENSURE CAPITAL LLC was founded by John Smith, a renowned financial expert with over 30 years of experience in the industry. He leads a team of highly qualified and experienced professionals who are dedicated to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
ENSURE CAPITAL LLC prides itself on being a transparent and trustworthy firm. The firm’s advisors are all registered with the Securities and Exchange Commission (SEC) and have a clean disciplinary record. They are committed to upholding the fiduciary standard, which means they always act in the best interests of their clients.
Clients can also view the firm’s Form ADV and other relevant disclosures on the SEC’s website to gain a better understanding of the firm’s fees, services, and potential conflicts of interest.