How does the advisor help clients – Key Takeaways:
- Acts as a financial expert to provide professional advice to clients.
- Offers a variety of financial services to cater to different needs and goals.
- Serves a diverse range of client types, from individuals to institutions.
- Discloses all relevant information to ensure transparency and trust with clients.
Facts and Insights
Established in 2005, ESTABROOK CAPITAL MANAGEMENT LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced advisors, they provide expert advice and a range of services to assist clients in managing their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
- Investment management services
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- Individuals
- High net worth individuals
- Corporations
- Non-profit organizations
- Trusts
- Endowments
Fees & Compensation
ESTABROOK CAPITAL MANAGEMENT LLC operates on a fee-only basis, meaning they do not receive any commissions or kickbacks from recommending certain products. This allows them to act in the best interest of their clients and provide unbiased advice. Their fees are based on a percentage of assets under management, ensuring that their success is aligned with their clients’ success.
Background
ESTABROOK CAPITAL MANAGEMENT LLC was founded by John Estabrook, an experienced financial advisor with over 25 years of experience in the industry. His team of advisors each have unique expertise and work together to provide comprehensive and personalized financial advice to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), ESTABROOK CAPITAL MANAGEMENT LLC is required to disclose any potential conflicts of interest and any disciplinary actions taken against them. They have a clean record and are committed to maintaining transparency and trust with their clients.