FOSSEL CAPITAL MANAGEMENT LLC
Fossel Capital Management LLC is a highly reputable financial management firm that has been providing expert advice and services to clients for over 20 years. Founded in 1999, Fossel Capital Management LLC has become a trusted partner for individuals and businesses seeking professional financial guidance.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance for over 20 years
- Trusted partner for individuals and businesses
- Customized financial solutions based on client needs and goals
- Dedicated customer service and personalized attention
Facts and Insights
Fossel Capital Management LLC takes a holistic approach to financial management, taking into account a client’s entire financial situation and goals to create a customized plan. Their team of experienced advisors are well-versed in all areas of finance, including investments, retirement planning, and tax strategies.
One of the key factors that sets Fossel Capital Management LLC apart is their commitment to transparency and education. They believe in empowering their clients with knowledge and understanding, so they can make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | over 20 years |
Financial Services Offered
Fossel Capital Management LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Risk management
Client Types
Fossel Capital Management LLC works with various types of clients, including individuals, families, and small businesses. They understand that each client’s financial situation is unique, and they tailor their services to meet the specific needs and goals of each client.
Fees & Compensation
Fossel Capital Management LLC operates on a fee-based compensation structure, meaning they charge clients a percentage of the assets they manage. This aligns their interests with those of their clients, as they are motivated to help their clients grow their assets.
Background
Fossel Capital Management LLC was founded by John Fossel, a highly experienced and knowledgeable financial advisor with over 30 years of experience in the industry. He holds a Bachelor’s degree in Finance and an MBA in Financial Planning, and he is a certified financial planner (CFP®).
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, Fossel Capital Management LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They have a clean record with no disciplinary actions taken against them by regulatory authorities.
Overall, Fossel Capital Management LLC is a highly reputable and trustworthy financial management firm that goes above and beyond to provide their clients with expert guidance and personalized attention. With a commitment to transparency and education, they are dedicated to helping their clients achieve their financial goals.