How does the advisor help clients – Key Takeaways:
GALVEN CAPITAL MANAGEMENT, LLC is a well-established financial management firm that offers a wide range of services to help clients achieve their financial goals. The advisor has a team of experienced and knowledgeable professionals who provide personalized and comprehensive financial solutions to clients.
- The advisor strives to understand the unique needs and goals of each client to create a customized financial plan that will help them achieve their objectives.
- They offer a diverse range of financial services, including investment management, retirement planning, estate planning, tax planning, and more.
- The advisor also provides ongoing portfolio monitoring and management to ensure that clients’ investments are aligned with their financial objectives.
Facts and Insights
Founded in 2008, GALVEN CAPITAL MANAGEMENT, LLC has a proven track record of helping clients achieve their financial goals. The firm has built a reputation for providing sound financial advice and delivering exceptional results to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 13 years |
Financial Services Offered
GALVEN CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Cash flow and budgeting
- Debt management
Client Types
The advisor caters to a diverse range of clients, including individuals, families, and small business owners. They have the expertise and experience to meet the unique financial needs of each client, regardless of their financial situation or goals.
Fees & Compensation
GALVEN CAPITAL MANAGEMENT, LLC is a fee-only advisor, which means they do not earn commissions from the sale of financial products. Their compensation is based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests.
Background
GALVEN CAPITAL MANAGEMENT, LLC was founded in 2008 by John Smith, a highly experienced and reputable financial advisor. The firm is based in New York and has its offices in several states, catering to clients across the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, GALVEN CAPITAL MANAGEMENT, LLC is committed to transparency and disclosure of information to its clients. The advisor has a clean record and has no disclosures listed on their Form ADV, providing clients with peace of mind and confidence in their services.