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About James Capital Management LLC
James Capital Management LLC is a leading financial advisory firm that provides expert financial services to clients across various industries. With a team of highly experienced and knowledgeable professionals, James Capital Management LLC offers personalized solutions to help individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
James Capital Management LLC works closely with each client to understand their unique financial situation and create tailored solutions to meet their needs and goals. The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
Facts and Insights
James Capital Management LLC has been in business for over 15 years, and in that time, they have built a strong reputation for their expertise and excellent customer service. They have a team of 10 advisors, with over 100 years of combined experience in the financial industry.
Here are some key numbers for James Capital Management LLC:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 10 | 15 |
Financial Services Offered
James Capital Management LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- College savings planning
Client Types
James Capital Management LLC works with a diverse range of clients, including individuals, families, and businesses. They have experience serving clients from various industries, and they are well-equipped to handle the unique financial needs of each client.
Fees & Compensation
James Capital Management LLC charges a fee based on a percentage of the assets under management for their investment management services. Their fees are competitive and transparent, and they do not receive any commissions for recommending specific products or services. This ensures that their recommendations are always in the best interest of their clients.
Background
James Capital Management LLC was founded by John James, who has over 25 years of experience in the financial industry. He is a certified financial planner (CFP) and a certified public accountant (CPA), and he leads the team of advisors at the firm. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to all regulatory guidelines.
Financial Advisor Disclosures to Know
James Capital Management LLC is committed to transparency and providing clients with all the information they need to make informed decisions. As required by law, they disclose any potential conflicts of interest or any relevant disciplinary actions on their Form ADV, which is available on the SEC’s website.
In conclusion, James Capital Management LLC is a reputable financial advisory firm that puts their clients’ best interests first. With their expertise and personalized approach, they are well-equipped to help clients achieve their financial goals and secure a stable financial future.