ESTEP CAPITAL MANAGEMENT
Estep Capital Management is a reputable financial firm that provides expert financial planning and investment management services. With years of experience in the industry, they offer personalized solutions to help clients reach their financial goals.
How does the advisor help clients – Key Takeaways:
– Provides comprehensive financial planning services
– Offers personalized investment management strategies
– Focuses on long-term financial goals
– Takes a holistic approach to financial planning
Facts and Insights
Estep Capital Management has over 10 years of experience in the financial industry and has helped numerous clients achieve their financial goals. Their team of advisors consists of highly qualified and experienced professionals who specialize in various aspects of financial planning and investment management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time In Business |
|---|---|---|
| $500 million+ | 10+ | 10+ years |
Financial Services Offered
– Financial planning
– Retirement planning
– Investment management
– Tax planning
– Estate planning
Client Types
Estep Capital Management caters to a diverse range of clients, including:
– High net worth individuals
– Retirees
– Business owners
– Professionals
– Non-profit organizations
Fees & Compensation
The fees for the services provided by Estep Capital Management vary depending on the individual needs and requirements of the client. They operate on a fee-only structure, which means they do not receive any commissions for recommending specific investments. This helps ensure that their clients’ best interests are always prioritized.
Background
Estep Capital Management was founded by John Estep, a highly experienced and knowledgeable financial advisor. After years of working in the industry, he identified the need for a more personalized and comprehensive approach to financial planning. With a team of dedicated professionals, he has built a successful firm that continues to help clients achieve financial success.
Financial Advisor Disclosures to Know
– Estep Capital Management is a registered investment advisor with the Securities and Exchange Commission (SEC).
– They have a fiduciary duty to act in the best interests of their clients.
– Their advisors have no criminal or regulatory disclosures.
In conclusion, Estep Capital Management is a trusted and reliable financial advisor that helps clients navigate the complex world of finance. With their expert guidance and personalized approach, they have helped numerous individuals and organizations reach their financial goals.