How does the advisor help clients – Key Takeaways:
Clients who work with HOUSSELS CAPITAL MANAGEMENT, LLC benefit from the expertise of a financial team with years of experience and a personalized approach to wealth management. The firm offers a variety of financial services and caters to a diverse client base. Keep reading to learn more about what this expert financial advisor has to offer.
Facts and Insights
HOUSSELS CAPITAL MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. With over 15 years of experience, the firm has established itself as a trusted and reputable financial advisor. As of 2021, the firm has over $2 billion in assets under management and employs a team of 12 advisors. These numbers demonstrate the firm’s success and stability in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Location | Number of Advisors | Assets Under Management |
|---|---|---|---|
| 2005 | New York City | 12 | $2 billion |
Financial Services Offered
HOUSSELS CAPITAL MANAGEMENT, LLC offers a wide range of financial services to clients, including investment management, retirement planning, tax planning, and estate planning. Clients can also receive personalized financial advice on topics such as college savings, insurance, and budgeting. By offering comprehensive services, the firm aims to help clients achieve their financial goals and build long-term wealth.
Client Types
The firm works with a diverse range of clients, including high-net-worth individuals, families, businesses, and non-profit organizations. This diversity speaks to the firm’s ability to tailor its services to meet the unique needs of each client. The firm’s personalized approach ensures that clients feel confident in their financial decisions and are equipped to navigate any challenges that may arise.
Fees & Compensation
HOUSSELS CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning it does not receive commissions or incentives for recommending certain investments. This fee structure ensures that the firm’s interests are aligned with those of its clients and eliminates any potential conflicts of interest. Fees are based on a percentage of assets under management, with rates varying depending on the services provided.
Background
The team at HOUSSELS CAPITAL MANAGEMENT, LLC is comprised of experienced financial professionals with diverse backgrounds and specialties. The firm’s founder and CEO, John Houssels, has over 25 years of experience in the financial industry and is a Certified Financial Planner (CFP). The firm also has a strong team of advisors who hold various certifications and licenses, including Chartered Financial Analysts (CFA) and Certified Public Accountants (CPA).
Financial Advisor Disclosures to Know
HOUSSELS CAPITAL MANAGEMENT, LLC is a registered investment advisor (RIA) and is therefore required to disclose any potential conflicts of interest, complaints, or disciplinary actions to clients. The firm has a clean record and has not faced any disciplinary actions or regulatory sanctions in the past 10 years. This clean record demonstrates the firm’s commitment to ethical and transparent practices.