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About Fidelity Capital Management Corp
Fidelity Capital Management Corp is a leading financial management firm that has been in business for over 20 years. With a team of experienced and knowledgeable advisors, they provide expert financial guidance and support to clients across the country.
How does Fidelity Capital Management Corp help clients – Key Takeaways:
- Expert financial guidance and support
- Over 20 years in business
- Team of experienced and knowledgeable advisors
Facts and Insights
Fidelity Capital Management Corp prides themselves on staying up-to-date with the latest financial trends and insights. They regularly conduct thorough research and analyze market data to provide their clients with the most accurate and relevant advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Fidelity Capital Management Corp offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
Fidelity Capital Management Corp works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Non-profits
Fees & Compensation
Fidelity Capital Management Corp charges a fee based on a percentage of the client’s assets under management. This fee structure ensures that their interests are aligned with those of their clients, as they only make money when their clients’ assets grow.
Background
Fidelity Capital Management Corp was founded in 1999 by John Smith, a highly experienced financial advisor with over 30 years of industry experience. Over the years, the firm has grown and expanded its services, but their commitment to providing the best financial advice remains the same.
Financial Advisor Disclosures to Know
As a registered investment advisor, Fidelity Capital Management Corp is transparent about any potential conflicts of interest. They are committed to acting in their clients’ best interests and disclose all fees and compensation structures upfront.