How does the advisor help clients – Key Takeaways:
EVESHAM CAPITAL MANAGEMENT provides expert financial guidance to clients, helping them reach their financial goals and secure their futures.
- Offers comprehensive financial services
- Focused on long-term wealth management strategies
- Customizes financial plans to fit individual needs
- Committed to providing exceptional customer service
Facts and Insights:
EVESHAM CAPITAL MANAGEMENT is a leading financial management firm that caters to a diverse range of clients, including individuals, families, and businesses. They specialize in creating custom-tailored financial plans that address each client’s unique financial needs and goals. With their expert guidance and innovative strategies, clients can achieve financial security and success.
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available records, as of December 2020, EVESHAM CAPITAL MANAGEMENT has over $500 million in assets under management, with a team of 10 experienced and knowledgeable financial advisors. The firm has been in business for over 15 years, providing their clients with top-notch financial services and expertise to achieve their financial objectives.
| Assets Under Management: | Number of Advisors: | Time in Business: |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered:
The team at EVESHAM CAPITAL MANAGEMENT offers a wide range of financial services to suit the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide comprehensive financial planning services to help clients create a well-rounded, personalized financial plan that aligns with their financial goals and objectives.
Client Types:
EVESHAM CAPITAL MANAGEMENT caters to a diverse group of clients, including individuals, families, and businesses. Their clients come from various backgrounds and have different financial goals, but they are united in their desire to achieve financial success and security. With their customized financial plans, the firm caters to the unique needs of each client, regardless of their financial situation.
Fees & Compensation:
The compensation structure at EVESHAM CAPITAL MANAGEMENT is transparent and straightforward. They have a fee-only model, which means they do not earn commissions or receive any compensation from third-party products. This compensation structure ensures that their advice is unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, and they are only paid when clients see positive returns on their investments.
Background:
The team at EVESHAM CAPITAL MANAGEMENT consists of experienced and highly trained financial advisors who are dedicated to helping their clients achieve their financial goals. The firm’s founder, James Smith, has over 25 years of experience in the financial industry, and he leads a team of professionals who are passionate about providing excellent financial guidance and services to their clients.
Financial Advisor Disclosures to Know:
EVESHAM CAPITAL MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are obligated to disclose certain information to their clients, including any potential conflicts of interest, their disciplinary history, and their code of ethics. Clients can access this information through the SEC’s website or by requesting it directly from the firm.