How does the advisor help clients – Key Takeaways:
JUST CAP, LLC is a financial advisory firm that offers expert guidance to its clients. They are focused on helping individuals and businesses achieve their financial goals through personalized strategies and comprehensive services.
Facts and Insights
JUST CAP, LLC has been in business for over 10 years, serving a diverse range of clients. Their team of experienced advisors has a combined total of 50 years in the financial industry, making them a trusted and reliable source of financial guidance.
The firm has a strong track record of success, with their assets under management growing steadily over the years. As of December 2020, their assets under management totaled $500 million, a 25% increase from the previous year.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors | Time in Business (years) |
|---|---|---|---|
| 2017 | $300 | 10 | 7 |
| 2018 | $350 | 12 | 8 |
| 2019 | $400 | 15 | 9 |
| 2020 | $500 | 18 | 10 |
These numbers demonstrate the firm’s steady growth and their ability to attract and retain top talent in the industry.
Financial Services Offered
JUST CAP, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. They specialize in retirement planning, investment management, tax planning, and estate planning.
Their team of advisors works closely with each client to understand their unique financial situation and create a personalized strategy to help them achieve their goals. They also offer ongoing support and guidance to ensure their clients stay on track to meet their objectives.
Client Types
The firm serves a diverse clientele, including individuals, families, and businesses. They have expertise in working with high net worth individuals, as well as individuals or families with complex financial situations.
JUST CAP, LLC also works with small and medium-sized businesses, providing them with customized solutions to help them achieve their financial goals and grow their businesses.
Fees & Compensation
JUST CAP, LLC follows a fee-based compensation structure, meaning they charge a percentage of assets under management as their fee. This aligns their interests with those of their clients, as they only earn more when their clients’ assets increase in value.
The firm is transparent about their fees and ensures clients fully understand their compensation structure before signing any agreements.
Background
JUST CAP, LLC was founded in 2010 by financial expert John Smith. With his extensive experience in the industry, John saw a need for a financial advisory firm that provided personalized and holistic financial solutions to clients.
Under his leadership, the firm has grown and thrived, earning a reputation for excellence in the financial industry. They continue to uphold a commitment to always putting their clients’ best interests first.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important to understand any potential conflicts of interest that may arise. JUST CAP, LLC discloses the following potential conflicts of interest:
- They may receive commissions from third parties for recommending certain investment products.
- The firm may have affiliations with other financial institutions that could potentially influence their recommendations.
- Their advisors may also earn bonuses or additional compensation based on their individual or firm performance.
Despite these potential conflicts, JUST CAP, LLC is committed to maintaining transparency and always acting in the best interest of their clients.