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How does the advisor help clients – Key Takeaways:
JR SNELL CAPITAL MANAGEMENT, LLC serves as a trusted financial advisor to a variety of clients seeking expert guidance in managing their wealth. With a team of experienced financial professionals, the company focuses on providing personalized services and tailoring their approach to each client’s unique financial goals and needs.
Facts and Insights
As of 2021, JR SNELL CAPITAL MANAGEMENT, LLC manages over $500 million in assets for their clients. They have a team of 5 advisors, each with a minimum of 10 years of industry experience. The company was established in 2005 and has since built a solid reputation for their expertise in financial management and strong commitment to their clients’ success.
Assets Under Management, Number of Advisors, and Time in Business:
| 2021 | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 5 |
| Time in Business | 16 years |
Financial Services Offered
JR SNELL CAPITAL MANAGEMENT, LLC offers a wide range of financial services to their clients. These include investment management, retirement planning, tax planning, estate planning, and risk management. With their experience and expertise, the company is equipped to address any financial challenge and help clients achieve their goals.
Client Types
The company caters to individuals, families, and businesses of all sizes. Their clients include high-net-worth individuals, corporate executives, professionals, and retirees. They also work with businesses of various industries, providing them with customized financial solutions to help them achieve their business goals.
Fees & Compensation
JR SNELL CAPITAL MANAGEMENT, LLC charges a fee-based compensation structure, which means they are compensated through a percentage of the assets they manage for their clients. This aligns their interests with their clients and ensures that they are committed to generating positive results for them.
Background
The founder of JR SNELL CAPITAL MANAGEMENT, LLC, John R. Snell, has over 20 years of experience in the financial services industry. He is a Certified Financial Planner (CFP®) and holds a Master of Science degree in Personal Financial Planning. He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
JR SNELL CAPITAL MANAGEMENT, LLC has a clean record with no disciplinary actions or legal issues reported. As a Registered Investment Advisor (RIA), the company is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times.