How does INECON CAPITAL MANAGEMENT, INC. help clients – Key Takeaways:
INECON CAPITAL MANAGEMENT, INC. is a trusted financial advisory firm that aims to help clients achieve their financial goals. With years of experience and a team of skilled financial experts, the firm provides comprehensive financial services and caters to diverse client needs.
Facts and Insights
INECON CAPITAL MANAGEMENT, INC. was founded in 2005 and is headquartered in New York City. The firm currently manages over $1 billion in assets and employs a team of 25 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Headquarters | Assets Under Management | Number of Advisors |
|---|---|---|---|
| 2005 | New York City | $1 billion | 25 |
Financial Services Offered
INECON CAPITAL MANAGEMENT, INC. offers a wide range of financial services including investment management, financial planning, retirement planning, tax planning, and estate planning. The firm also provides specialized services such as risk management and wealth transfer.
Client Types
The firm works with a diverse range of clients such as high net worth individuals, families, small business owners, and corporations. INECON CAPITAL MANAGEMENT, INC. takes a personalized approach to meet the unique needs and goals of each client.
Fees & Compensation
INECON CAPITAL MANAGEMENT, INC. charges a percentage of assets under management as its fee. This percentage may vary based on the services provided and the amount of assets managed. The firm believes in transparent fee structure and discloses all fees and potential conflicts of interest to its clients.
Background
The founder and CEO of INECON CAPITAL MANAGEMENT, INC. is a seasoned financial expert with over 20 years of experience in the industry. The firm’s team of financial advisors also possess a diverse set of qualifications and expertise which allows them to provide comprehensive and effective financial solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, INECON CAPITAL MANAGEMENT, INC. is required to make certain disclosures to its clients. These include discussing any potential conflicts of interest and providing information on fees and compensation structure. The firm also provides periodic updates and reports to its clients to ensure transparency and maintain trust.