Intergeneration Capital Management, LLC: Providing Expert Financial Guidance
Intergeneration Capital Management, LLC (ICM) is a trusted financial advisory firm that works tirelessly to help clients reach their financial goals. Founded in 2005, ICM has over 15 years of experience in providing personalized financial solutions to individuals and businesses alike.
How Does the Advisor Help Clients – Key Takeaways:
- ICM offers expert financial advice to help clients increase their wealth and achieve their financial aspirations.
- The firm provides a wide range of financial services, from investment management to retirement planning.
- ICM’s team of dedicated advisors combines years of experience and extensive knowledge to deliver personalized solutions tailored to each client’s unique financial situation.
- The firm is committed to transparency and open communication, ensuring that clients are always in the loop about their financial decisions.
Facts and Insights
ICM prides itself on its commitment to providing clients with comprehensive financial solutions and unwavering support. With their extensive experience and expertise, ICM’s advisors offer valuable insights and guidance to help clients make informed financial decisions.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ICM offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management: ICM creates customized investment portfolios based on each client’s risk tolerance and financial objectives.
- Retirement planning: ICM helps clients plan for a secure and comfortable retirement by providing guidance on savings and investment strategies.
- Estate planning: ICM assists clients in creating a comprehensive estate plan to ensure their assets are managed and distributed according to their wishes.
- Insurance planning: ICM works with clients to identify potential risks and design insurance solutions to protect their assets.
- Tax planning: ICM provides expert tax planning strategies to minimize tax liabilities and maximize returns.
Client Types
ICM serves a diverse client base, including individuals, families, and businesses. They work with clients from all stages of life and provide specialized solutions to meet their unique needs and financial goals.
Fees and Compensation
ICM is committed to transparency and ethical practices and operates with a fee-only structure. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ interests.
Background
ICM was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. He set out to create a firm that prioritizes the needs and goals of its clients and provides them with expert financial guidance and support.
Financial Advisor Disclosures to Know
ICM is a registered investment advisory firm with the Securities and Exchange Commission (SEC). As a fiduciary, ICM is legally obligated to act in the best interests of its clients at all times. The firm has a clean regulatory record and holds no disciplinary actions.