How does the advisor help clients – Key Takeaways:
FAIRSCALE CAPITAL, LLC is a leading financial advisor that provides expert guidance and support to its clients. They offer a wide range of financial services and work with various types of clients, catering to their specific needs and goals. With a team of experienced and knowledgeable advisors, FAIRSCALE CAPITAL, LLC helps clients achieve financial success and security.
Facts and Insights
FAIRSCALE CAPITAL, LLC was founded in 2010 and has been in business for over 10 years. With a focus on providing personalized financial solutions, they have managed to accumulate over $500 million in assets under management. Additionally, they have a team of 15 dedicated and experienced advisors who work closely with clients to develop a comprehensive financial plan.
According to data from the Securities and Exchange Commission (SEC), FAIRSCALE CAPITAL, LLC serves primarily individual clients, with a limited number of high net worth individuals. They also have a few institutional clients, but their main focus is on individuals and families.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | over 10 years |
Financial Services Offered
FAIRSCALE CAPITAL, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. Their team of advisors is well-versed in all aspects of finance and works closely with clients to develop a customized plan that meets their specific needs and objectives.
Client Types
As mentioned earlier, FAIRSCALE CAPITAL, LLC primarily serves individual clients, with a focus on high net worth individuals. However, they also have a small number of institutional clients, such as small businesses and non-profit organizations. This diverse client base allows them to gain a deep understanding of different financial needs and provide personalized solutions to each client.
Fees & Compensation
FAIRSCALE CAPITAL, LLC follows a fee-based compensation structure, where they charge clients a percentage of their assets under management as an annual fee. This means that their fees are directly tied to the performance of their clients’ portfolios, incentivizing them to achieve favorable results. They are also transparent with their fee structure and do not charge any hidden fees, ensuring that clients are fully aware of what they are paying for.
Background
FAIRSCALE CAPITAL, LLC was founded by a team of financial professionals with decades of experience in the industry. They have a strong background in investment management, financial planning, and risk management, making them well-equipped to handle complex financial situations. Their commitment to providing excellent service and customized solutions has helped them establish a strong reputation in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, FAIRSCALE CAPITAL, LLC is required to disclose certain information to clients, including past disciplinary actions, conflicts of interest, and fee structures. These disclosures are available on their Form ADV, which can be found on the SEC’s website or obtained directly from the firm. They also have a strict code of ethics that all advisors must adhere to, ensuring that clients’ best interests are always prioritized.