How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial management services for individual and institutional clients
- Specializes in creating customized investment strategies and portfolios
- Offers ongoing financial guidance and support to help clients reach their financial goals
Facts and Insights
Incline Capital Management, LLC is a leading financial management firm that has been serving clients for over 20 years. With a team of experienced advisors and a proven track record of success, they have established themselves as a trusted advisor in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered
Incline Capital Management, LLC offers a wide range of financial services to help clients manage and grow their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm works with a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Institutions
Fees & Compensation
Incline Capital Management, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients, as they only make money when their clients make money.
Background
The team at Incline Capital Management, LLC has a wealth of experience and expertise in the financial industry. Their advisors hold various professional designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They also have a deep understanding of market trends and economic conditions, allowing them to provide valuable insights to clients.
Financial Advisor Disclosures to Know
It’s important to note that Incline Capital Management, LLC has a clean record with no disclosures or disciplinary actions on file. This further solidifies their reputation as a trustworthy and reliable financial advisor.