How does the advisor help clients – Key Takeaways:
GREATER PURPOSE CAPITAL ATLANTA LLC serves as a financial advisor for individuals and businesses looking to invest their money and secure their financial future. They provide expert guidance and strategic planning to help clients achieve their financial goals.
- Specializes in investment management and financial planning.
- Personalized approach to meet each client’s unique financial needs.
- Focus on long-term growth and risk management.
Facts and Insights
GREATER PURPOSE CAPITAL ATLANTA LLC has a strong track record of success, with a team of experienced and knowledgeable advisors. They stay informed and up-to-date on the latest trends and market insights to provide the best possible advice to their clients.
- Founded in 2005, with over 15 years of experience in the financial industry.
- Over $500 million in assets under management.
- A team of 10 highly qualified and certified advisors.
- Specializes in portfolio management, retirement planning, and risk management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
GREATER PURPOSE CAPITAL ATLANTA LLC offers a range of financial services to help their clients invest and manage their money wisely. They work closely with their clients to understand their financial goals and create personalized strategies to achieve them.
- Investment management: helps clients build a diverse and profitable investment portfolio.
- Financial planning: creates comprehensive financial plans to achieve long-term goals.
- Retirement planning: develops strategies to help clients save and prepare for retirement.
- Risk management: helps clients protect their assets and manage potential risks.
Client Types
GREATER PURPOSE CAPITAL ATLANTA LLC works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and tailor their services accordingly.
- High net-worth individuals and families.
- Small business owners.
- Retirees and pre-retirees.
- Charitable organizations and foundations.
Fees & Compensation
GREATER PURPOSE CAPITAL ATLANTA LLC is a fee-only advisor, meaning they do not earn commissions or fees from third-party products. They are transparent about their fees and work with clients to create a fee structure that is fair and aligned with their services.
The exact fees may vary depending on the services offered and the complexity of the client’s financial situation. Generally, they charge an annual fee that is a small percentage of the client’s assets under management.
Background
GREATER PURPOSE CAPITAL ATLANTA LLC was founded in 2005 by a team of experienced financial advisors who shared a common goal of helping clients achieve their financial dreams. They believe in a holistic approach to financial planning and strive to build long-term relationships with their clients based on trust and integrity.
Financial Advisor Disclosures to Know
As a registered investment advisor, GREATER PURPOSE CAPITAL ATLANTA LLC adheres to strict rules and regulations set by the Securities and Exchange Commission (SEC). They are required to disclose any potential conflicts of interest, and they always act in their clients’ best interests.
Additionally, they are required to provide clients with a Form ADV, which outlines their services, fees, and any potential disciplinary actions or legal proceedings involving the company or its advisors.