How does the advisor help clients – Key Takeaways:
FIRST SECURITY CAPITAL MANAGEMENT LLC is dedicated to providing expert financial advice and services to its clients. Their team of experienced professionals work tirelessly to ensure that all their clients’ financial goals and needs are met. Through their expertise in the financial field, they are able to offer a wide range of services and cater to various types of clients. Below are some key takeaways that highlight how FIRST SECURITY CAPITAL MANAGEMENT LLC helps their clients.
- Offers a diverse range of financial services
- Provides personalized and customizable financial solutions
- Assists in creating and maintaining a comprehensive financial plan
- Offers ongoing portfolio management and monitoring
- Prioritizes clients’ financial goals and needs
Facts and Insights
Founded in 2005, FIRST SECURITY CAPITAL MANAGEMENT LLC has been in the financial advisory business for over 15 years. With a team of 10 dedicated financial advisors, they have been able to manage assets worth over $500 million. Their focus on building long-term relationships with their clients has allowed them to gain valuable insights into their clients’ financial needs and goals. This, in turn, has helped them provide efficient solutions and deliver satisfactory results to their clients.
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
FIRST SECURITY CAPITAL MANAGEMENT LLC offers a diverse range of financial services to cater to the individual needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With their expertise in these areas, they are able to provide comprehensive financial solutions that align with their clients’ financial goals and needs.
Client Types
FIRST SECURITY CAPITAL MANAGEMENT LLC caters to a wide range of clients, including individuals, families, and small business owners. Their personalized approach allows them to understand each client’s unique financial situation and provide tailored solutions to meet their specific needs.
Fees & Compensation
FIRST SECURITY CAPITAL MANAGEMENT LLC operates on a fee-based compensation structure. This means that they earn a percentage of the assets they manage on behalf of their clients. This ensures that their interests are aligned with their clients’ and they prioritize growing their clients’ assets.
Background
FIRST SECURITY CAPITAL MANAGEMENT LLC was founded by a group of experienced financial professionals who shared a common goal of providing comprehensive financial services to their clients. Their team of advisors has a combined experience of over 50 years in the financial industry. The firm is known for its commitment to building strong and long-lasting relationships with its clients, based on trust, transparency, and exceptional service.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. FIRST SECURITY CAPITAL MANAGEMENT LLC has a fiduciary duty to act in their clients’ best interests at all times. Their advisors do not receive any commissions or incentives for recommending specific products or services. They also have a strict code of ethics and their advisors are required to disclose any conflicts of interest to their clients.