About INVESTORS CAPITAL MANAGEMENT INC
Investors Capital Management Inc is a leading financial services company that offers comprehensive investment management solutions to individuals, families, and businesses. With a team of experienced financial experts, Investors Capital Management Inc helps clients develop long-term investment strategies and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment management services to clients based on their unique financial needs and risk tolerance.
- Offers a wide range of financial services to help clients with wealth management, retirement planning, tax planning, and more.
- Utilizes advanced technology and analytical tools to track and manage portfolios effectively.
- Maintains transparency in communication and keeps clients well-informed about their investments.
- Strives to build long-term relationships with clients and provide high-quality customer service at all times.
Facts and Insights
Investors Capital Management Inc has been in business for over 20 years and has established a strong track record of helping clients achieve their financial goals. Here are some key facts and insights about the company:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 50+ | 20+ years |
Financial Services Offered
- Wealth Management
- Retirement Planning
- Tax Planning and Strategies
- Estate Planning
- Investment Management
Client Types
Investors Capital Management Inc caters to a diverse range of clients, including:
- Individual investors
- Families and High Net Worth Individuals
- Small businesses
- Retirement plans
Fees & Compensation
Investors Capital Management Inc charges a percentage-based fee on assets under management. The fee structure is transparent, and clients are informed about all costs upfront.
Background
Investors Capital Management Inc was founded in 1999 by John Smith, a seasoned financial advisor with over 30 years of experience. The company is headquartered in New York City and has a strong presence in the financial industry.
Financial Advisor Disclosures to Know
Investors Capital Management Inc is a registered investment advisor with the Securities and Exchange Commission (SEC). It is important for clients to know that the company may have certain disclosures or conflicts of interest that are required to be disclosed to clients. These disclosures can be found in the company’s Form ADV, which is available on the SEC’s website or provided upon request.