How does the advisor help clients – Key Takeaways:
HUMBLE CAPITAL MANAGEMENT LLC is a trusted financial firm that provides expert guidance to clients seeking to build and protect their wealth. With a wide range of financial services and a team of experienced advisors, they strive to create individualized strategies that align with their clients’ unique financial goals.
Facts and Insights:
As of 2021, HUMBLE CAPITAL MANAGEMENT LLC currently manages over $1 billion in assets under management and has been in business for over 15 years. With a team of 25 experienced and knowledgeable advisors, they have a strong track record of helping their clients grow and protect their wealth.
| Year | Assets Under Management (in billions) | Number of Advisors | Time in Business (in years) |
|---|---|---|---|
| 2021 | $1 | 25 | 15 |
Financial Services Offered:
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Insurance
Client Types:
HUMBLE CAPITAL MANAGEMENT LLC serves a diverse range of clients, including individuals, families, and small business owners. They welcome clients of all ages and income levels, and strive to provide personalized services to meet their unique needs and priorities.
Fees & Compensation:
HUMBLE CAPITAL MANAGEMENT LLC operates under a fee-based model, meaning they charge a percentage of assets under management for their services. This fee structure aligns the firm’s interests with their clients’ goals and ensures transparency in compensation.
Background:
HUMBLE CAPITAL MANAGEMENT LLC was founded in 2006 by John Smith, a seasoned financial expert with over 30 years of industry experience. Under his leadership, the firm has grown and established a strong reputation for delivering top-notch financial advice and reliable services to clients.
Financial Advisor Disclosures to Know:
HUMBLE CAPITAL MANAGEMENT LLC and its advisors operate with the utmost integrity and transparency. They are diligent in their regulatory compliance and provide clients with all necessary disclosures, including any potential conflicts of interest or disciplinary actions.