How does the advisor help clients – Key Takeaways:
FARRIS CAPITAL MANAGEMENT INC. is a leading financial management firm dedicated to helping clients achieve financial success. As a renowned expert in the industry, FARRIS CAPITAL MANAGEMENT INC. offers a wide range of services that cater to the diverse needs of its clients.
With a team of experienced professionals and a strict adherence to ethical standards, FARRIS CAPITAL MANAGEMENT INC. aims to provide the best possible solutions to its clients’ financial goals.
Some key takeaways on how FARRIS CAPITAL MANAGEMENT INC. helps its clients include:
- Expertise in financial management: FARRIS CAPITAL MANAGEMENT INC. prides itself on being a financial expert in the industry, offering top-notch services and guidance to its clients.
- Diversified services: The firm offers a wide array of services that cater to various financial needs such as investment management, retirement planning, tax planning, and more.
- Customized solutions: FARRIS CAPITAL MANAGEMENT INC. understands that each client’s financial situation is unique and therefore provides tailored solutions to meet their specific goals.
- Strict ethical standards: The firm adheres to strict ethical standards and puts the clients’ best interests first in all its transactions.
Facts and Insights
Founded in 2005, FARRIS CAPITAL MANAGEMENT INC. has been in business for over 15 years. It is headquartered in New York City and has several locations throughout the country.
The firm has a team of over 50 advisors who are highly experienced and knowledgeable in financial management. They have a combined experience of over 200 years in the industry, making them experts in their field.
Some interesting insights about FARRIS CAPITAL MANAGEMENT INC. include:
- The firm manages assets worth over $500 million for its clients.
- The average account size at FARRIS CAPITAL MANAGEMENT INC. is around $1 million.
- The firm has a diverse client base, including high net worth individuals, families, and businesses.
- FARRIS CAPITAL MANAGEMENT INC. has received numerous accolades and recognitions for its exceptional services, including being ranked as one of the top financial management firms by various publications.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | Over 15 years |
Financial Services Offered
FARRIS CAPITAL MANAGEMENT INC. offers a wide range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance consultations
- Wealth management
- And more
Client Types
FARRIS CAPITAL MANAGEMENT INC. caters to a diverse client base, including:
- High net worth individuals
- Families
- Businesses
- Trusts
- Foundations
Fees & Compensation
FARRIS CAPITAL MANAGEMENT INC. charges clients a fee based on a percentage of their assets under management. The fee is typically between 1-2% and may vary depending on the services provided.
The firm believes in transparent and fair pricing, and there are no hidden fees or commissions charged to clients.
Background
FARRIS CAPITAL MANAGEMENT INC. was founded by in 2005. With a vision to provide high-quality financial services to individuals and businesses, the firm has grown to become one of the most reputable financial management companies in the country.
The firm’s team of advisors is dedicated to continuously learning and staying updated with the latest trends and strategies in the financial industry. This ensures that they provide the best possible services to their clients.
Financial Advisor Disclosures to Know
FARRIS CAPITAL MANAGEMENT INC