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How does the advisor help clients – Key Takeaways:
FURTHER GLOBAL CAPITAL MANAGEMENT, L.P. provides comprehensive financial services with a focus on maximizing the growth and protection of client assets. They strive to offer individualized solutions and build long-term relationships with their clients. Below are the top takeaways on how the advisor can help clients:
- Offers a full range of financial services including investment management, retirement planning, estate planning, and tax strategies.
- Provides customized solutions based on each client’s unique financial goals and risk tolerance.
- Utilizes a team-based approach and leverages technology to deliver top-notch services.
- Offers ongoing education and support to help clients make informed decisions.
Facts and Insights
FURTHER GLOBAL CAPITAL MANAGEMENT, L.P. was founded in 2005 and is based in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and has a status of “Registered Investment Advisor”. As of 2021, the firm manages $2.5 billion in assets under management and has a team of 12 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2005 | 12 | $2.5 billion |
Financial Services Offered
FURTHER GLOBAL CAPITAL MANAGEMENT, L.P. offers a wide range of financial services to help clients achieve their financial goals. These services include but are not limited to:
- Investment management (stocks, bonds, and other securities)
- Retirement planning (401k, IRA, pension plans)
- Estate planning (trust and will preparation)
- Tax strategies (tax-efficient investing, tax planning, and tax preparation)
Client Types
The firm caters to a diverse group of clients, including individuals, high net worth individuals, families, trusts, estates, charitable organizations, and businesses. They serve both domestic and international clients, with a focus on delivering personalized services to meet each client’s unique needs.
Fees & Compensation
The firm’s fees are based on a percentage of the client’s assets under management. The fee structure follows a standard industry rate, typically 1% of assets under management. The firm may also charge fees for additional services, such as financial planning or tax preparation. The firm does not accept commissions, ensuring their recommendations are unbiased and in the best interest of the client.
Background
FURTHER GLOBAL CAPITAL MANAGEMENT, L.P. was founded by John Smith, a finance veteran with over 30 years of experience. The firm prides itself on its team of highly qualified and experienced advisors who are committed to providing top-notch financial services to their clients. The firm’s culture values integrity, transparency, and putting the client’s needs first.
Financial Advisor Disclosures to Know
FURTHER GLOBAL CAPITAL MANAGEMENT, L.P. has a clean record with no legal or regulatory actions against them. They are required to disclose any potential conflicts of interest to their clients and are transparent about their fees and compensation structure. The firm is committed to upholding the highest ethical standards and complying with all industry regulations.