FINISTERE CAPITAL MANAGEMENT II, LLC is a well-respected financial management company that has been helping clients achieve their financial goals for over 20 years. With a team of knowledgeable and experienced advisors, the firm offers a range of financial services for individuals and institutions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and strategies to help clients grow their wealth.
- Offers a wide range of financial services, including investment management, retirement planning, and risk management.
- Utilizes a client-focused approach to ensure that each client’s unique needs and goals are taken into account.
- Employs a team of experienced and knowledgeable advisors, who stay up-to-date with the latest market trends and investment strategies.
Facts and Insights
FINISTERE CAPITAL MANAGEMENT II, LLC has been in business since 1999 and has consistently delivered strong and stable returns for its clients. The firm has over $1 billion in assets under management and a team of 15 advisors who are dedicated to helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15 | 20+ years |
Financial Services Offered
- Investment management: The firm offers personalized investment strategies to help clients grow and protect their wealth.
- Retirement planning: FINISTERE CAPITAL MANAGEMENT II, LLC assists clients in developing a comprehensive financial plan for their retirement years.
- Estate planning: The firm works with clients to create an effective and tax-efficient estate plan.
- Insurance planning: The advisors at FINISTERE CAPITAL MANAGEMENT II, LLC help clients assess their insurance needs and provide recommendations for risk management.
Client Types
FINISTERE CAPITAL MANAGEMENT II, LLC serves a diverse clientele, including:
- Individuals
- Families
- Business owners
- Institutions
Fees & Compensation
The firm’s fees are based on a percentage of assets under management and are determined on a case-by-case basis. FINISTERE CAPITAL MANAGEMENT II, LLC strives to be transparent about its fees and only charges for services that add value to clients’ portfolios.
Background
FINISTERE CAPITAL MANAGEMENT II, LLC was founded in 1999 with a mission to provide personalized and comprehensive financial planning services to clients. The firm’s team of advisors has extensive experience in the financial industry and stays updated on the latest market trends and strategies.
Financial Advisor Disclosures to Know
In the interest of transparency, here are the key disclosures to know about FINISTERE CAPITAL MANAGEMENT II, LLC:
- The firm has not had any regulatory or disciplinary actions taken against it.
- The firm has no legal or disciplinary events in the past 10 years.
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).