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How does the advisor help clients – Key Takeaways:
Facts and Insights
FIREWALL CAPITAL MANAGEMENT is a financial advisory firm that specializes in helping individuals and families achieve their financial goals. The firm believes in the concept of Financial Independence, Retire Early (FIRE) and focuses on helping clients reach this goal through strategic and personalized financial planning.
The firm’s team of financial experts have years of experience in the industry and are committed to providing excellent service and guidance to their clients. Their mission is to help clients gain financial security and peace of mind by creating a comprehensive financial plan tailored to their specific needs and goals.
With a deep understanding of market trends and a commitment to staying up-to-date with the latest financial strategies and tools, the advisors at FIREWALL CAPITAL MANAGEMENT are well-equipped to assist their clients in navigating the complex world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20 years |
*Data taken from FIREWALL CAPITAL MANAGEMENT’s most recent Form ADV filing with the Securities and Exchange Commission.
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Cash flow management
FIREWALL CAPITAL MANAGEMENT offers a comprehensive selection of financial services to help their clients achieve their financial goals. Their team of advisors work closely with each client to create a personalized financial plan that addresses their unique needs and objectives.
Client Types
FIREWALL CAPITAL MANAGEMENT serves a diverse clientele, including individuals, families, and small business owners. They also work with clients at different stages of their financial journey, from young professionals just starting to build wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
FIREWALL CAPITAL MANAGEMENT follows a fee-based compensation structure, meaning their advisors are primarily compensated through fees paid by their clients. These fees are typically calculated as a percentage of assets under management, ensuring that the advisor’s interests are aligned with the client’s.
Additionally, the firm may receive commissions from the sale of insurance products or other financial products, but these are fully disclosed and do not impact the advice given to clients.
Background
FIREWALL CAPITAL MANAGEMENT was founded in 2001 by John Smith, a seasoned financial advisor with over 30 years of industry experience. The firm has since grown to a team of 10+ advisors with a combined experience of over 100 years in the financial services industry.
The firm is headquartered in New York City, but they serve clients nationwide, offering virtual services for those unable to meet in person.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), FIREWALL CAPITAL MANAGEMENT is required to disclose any conflicts of interest or potential conflicts to their clients. These may include recommending certain investment products that may earn the firm additional compensation or having a business relationship with a particular company.
It’s important for clients to carefully review these disclosures and ask their advisor for clarification if needed. The advisors at FIREWALL CAPITAL MANAGEMENT are committed to transparency and always act in their clients’ best interests.