How does the advisor help clients – Key Takeaways:
FAR WEST CAPITAL MANAGEMENT is a trusted financial management firm dedicated to helping clients achieve their financial goals and secure their future. They provide personalized financial planning and investment management services to individuals, families, and businesses. With a team of experienced financial experts, FAR WEST CAPITAL MANAGEMENT offers a wide range of services to help clients make sound financial decisions.
Facts and Insights
Founded in 2005, FAR WEST CAPITAL MANAGEMENT has been in business for over 15 years. It is a privately owned company with a team of 10 registered advisors and $500 million in assets under management.
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered
FAR WEST CAPITAL MANAGEMENT offers a range of financial services to meet the unique needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. Their team of advisors carefully assesses each client’s financial situation and creates a customized plan to help them achieve their financial goals.
Client Types
FAR WEST CAPITAL MANAGEMENT serves a diverse clientele, including individuals, families, and businesses. Their clients range from high-net-worth individuals to those just starting to build their financial portfolio. The firm takes a holistic approach to financial management, catering to the unique needs and goals of each client.
Fees & Compensation
FAR WEST CAPITAL MANAGEMENT charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients’ goals. They do not receive any commissions or compensation from third-party companies, eliminating any conflicts of interest.
Background
The team at FAR WEST CAPITAL MANAGEMENT has years of experience in the financial industry and a deep understanding of the market. They stay updated on the latest trends and continually educate themselves to provide the best possible services to their clients. The company’s philosophy is to build long-term relationships with their clients based on trust, integrity, and transparency.
Financial Advisor Disclosures to Know
As a registered investment advisor, FAR WEST CAPITAL MANAGEMENT has a fiduciary duty to act in their clients’ best interests. They have a legal obligation to disclose any potential conflicts of interest and be transparent about their fees and services. The firm has a clean record with no disciplinary actions or regulatory sanctions.