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About FOSSICK CAPITAL MANAGEMENT, LLC
FOSSICK CAPITAL MANAGEMENT, LLC is a leading financial management and advisory firm that specializes in providing comprehensive financial services to clients from various industries and backgrounds. With a team of experienced and knowledgeable advisors, FOSSICK CAPITAL MANAGEMENT, LLC has built a reputation for being a trusted partner in helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized and tailored financial planning services
- Provides a wide range of financial services including investment management, retirement planning, and insurance planning
- Emphasizes the importance of building long-term relationships with clients
- Utilizes a holistic and comprehensive approach to financial management
- Has a team of experienced and knowledgeable advisors
- Focuses on educating clients about financial concepts and strategies
Facts and Insights
FOSSICK CAPITAL MANAGEMENT, LLC has been in business for over 10 years and has accumulated a wealth of knowledge and expertise in the financial management industry. Their team of advisors regularly stays updated on market trends and changes in regulations to provide clients with the most relevant and up-to-date advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
FOSSICK CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to help clients effectively manage their finances and achieve their financial goals. These services include:
- Investment management: Helps clients create and manage a well-diversified investment portfolio that aligns with their financial goals and risk tolerance.
- Retirement planning: Assists clients in planning for their retirement and creating a solid financial plan to ensure a comfortable and secure retirement.
- Insurance planning: Helps clients evaluate their insurance needs and find the most suitable policies to protect their assets and loved ones.
- Tax planning: Provides strategies to minimize taxes and maximize returns.
- Estate planning: Collaborates with clients to develop an estate plan that meets their wishes and ensures their assets are protected and passed down to their beneficiaries.
- Education planning: Assists clients in planning for their children’s education expenses.
Client Types
FOSSICK CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including but not limited to:
- High net worth individuals
- Business owners
- Professionals
- Retail investors
- Retirees
- Non-profit organizations
Fees & Compensation
FOSSICK CAPITAL MANAGEMENT, LLC charges a percentage of the assets under management as their fee. The fee is typically between 1% to 2% and may vary depending on the complexity of the client’s financial situation. They also offer fee-only services, ensuring that their advisors’ compensation is not influenced by commission-based products.
Background
FOSSICK CAPITAL MANAGEMENT, LLC was founded by John Fossick, a seasoned financial advisor with over 20 years of experience in the industry. He has a strong background in finance and holds prestigious certifications such as the Certified Financial Planner (CFP) designation. Fossick and his team are committed to providing top-notch financial advice and customer service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FOSSICK CAPITAL MANAGEMENT, LLC strictly adheres to the Securities and Exchange Commission (SEC) regulations and requirements. Their advisors have a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest that may arise.
In conclusion, FOSSICK CAPITAL MANAGEMENT, LLC is a reputable financial advisory firm that offers a holistic and comprehensive approach to financial management. With a team of experienced and knowledgeable advisors, they are dedicated to helping clients achieve their financial goals and provide them with peace of mind in their financial future. Consider reaching out to FOSSICK CAPITAL MANAGEMENT, LLC for your financial planning needs.
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