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How does the advisor help clients – Key Takeaways:
Field Capital Management, LLC is a trusted financial advisory firm that aims to provide expert financial advice and services to its clients. The team of professionals at Field Capital Management, LLC has extensive experience and knowledge in the field of finance and is dedicated to helping clients achieve their financial goals.
Facts and Insights
Founded in 2005, Field Capital Management, LLC has been consistently providing top-notch financial services to its clients. The firm has a solid track record of success and has helped numerous clients successfully navigate through various financial challenges.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
Field Capital Management, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, risk management, and tax planning. The firm also provides personalized financial planning services to help clients create customized financial plans based on their specific goals and needs.
Client Types
Field Capital Management, LLC serves a diverse range of clients, including individuals, families, small businesses, and corporations. The firm’s team of advisors works closely with each client to understand their unique financial needs and develop tailored solutions to help them achieve their financial objectives.
Fees & Compensation
Field Capital Management, LLC charges a competitive fee for its financial advisory services. The fee structure is based on a percentage of the assets under management, ensuring that the firm’s interests are aligned with the clients’ financial goals.
Background
Field Capital Management, LLC was founded by a team of seasoned financial experts with a combined experience of over 50 years in the financial industry. The firm’s founders have a deep understanding of the financial markets and use their expertise to guide clients towards making sound financial decisions.
Financial Advisor Disclosures to Know
As a registered investment advisor, Field Capital Management, LLC is held to the fiduciary standard, which means the firm is legally obligated to act in the best interests of its clients. This ensures that clients can trust the advice and recommendations provided by the firm.
In conclusion, Field Capital Management, LLC is a reputable financial advisory firm that offers a comprehensive range of financial services to help clients achieve their financial goals. With a solid track record and a team of experienced professionals, the firm is well-equipped to assist clients with their diverse financial needs. Contact Field Capital Management, LLC today to learn more about their services and how they can help you achieve financial success.