Acting as a financial expert is no easy task, but that is exactly what GOLDSBOROUGH CAPITAL MANAGEMENT, LLC strives to do for its clients. This premier financial management firm, founded in 1999, offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors, GOLDSBOROUGH CAPITAL MANAGEMENT, LLC is dedicated to providing personalized strategies and solutions to each of their clients.
How does the advisor help clients – Key Takeaways:
• Provides personalized strategies and solutions for clients
• Offers a wide range of financial services
• Comprised of a team of experienced advisors
Facts and Insights
GOLDSBOROUGH CAPITAL MANAGEMENT, LLC has been in business for over 20 years, establishing themselves as a trusted and reputable financial firm. As of 2021, the firm manages over $500 million in assets under management, and employs a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 1999 | 10 | $500 million |
Financial Services Offered
GOLDSBOROUGH CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning and goal setting
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
Client Types
GOLDSBOROUGH CAPITAL MANAGEMENT, LLC serves a variety of clients, including:
- Individuals and families
- Small business owners
- Medical professionals
- Corporate executives
Fees & Compensation
GOLDSBOROUGH CAPITAL MANAGEMENT, LLC charges clients a fee based on a percentage of their assets under management, with the specific percentage varying depending on the size and complexity of the client’s portfolio. This fee structure aligns the firm’s interests with those of their clients, as their compensation increases as their clients’ assets grow.
Background
GOLDSBOROUGH CAPITAL MANAGEMENT, LLC was founded by John Goldsborough, a seasoned financial advisor with over 30 years of experience in the industry. He is joined by a team of experienced professionals, all dedicated to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
GOLDSBOROUGH CAPITAL MANAGEMENT, LLC has a clean record with no regulatory or legal actions taken against them. They are also a fiduciary, meaning they are legally required to act in the best interest of their clients.