About JWC Capital Management, LLC
JWC Capital Management, LLC is a renowned financial consulting firm with a team of experienced advisors who provide expert guidance and personalized financial solutions to individuals and businesses. With a commitment to transparency and excellence, the firm strives to empower its clients to make informed decisions about their finances and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Here are some key takeaways that showcase the ways in which JWC Capital Management, LLC helps its clients:
| Services Offered | Client Types | Fees & Compensation |
|---|---|---|
| Investment Management | Individuals, Families, Small Businesses | Fee-based structure |
| Retirement Planning | High Net Worth Individuals, Business Owners | Percentage of AUM, Hourly Fee |
| Estate Planning | Corporate Clients | Flat Fee, Hourly Rate |
Facts and Insights
JWC Capital Management, LLC has been in business for over 20 years and has a team of 10 highly qualified advisors with a combined experience of over 100 years in the financial industry. The firm has successfully managed over $500 million in assets and has built a strong reputation for its excellent customer service and customized financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
JWC Capital Management, LLC offers a wide range of financial services to meet the diverse needs of its clients. These include investment management, retirement planning, estate planning, tax planning, college planning, and risk management. The firm follows a holistic approach in developing financial plans and constantly monitors and adjusts them to ensure they align with the client’s financial goals.
Client Types
JWC Capital Management, LLC caters to a diverse clientele, including individuals, families, high net worth individuals, business owners, and corporate clients. Each client is unique, and the firm takes a personalized approach to understand their needs and develop customized solutions to help them achieve their financial goals.
Fees & Compensation
JWC Capital Management, LLC follows a transparent and ethical fee structure to ensure its clients are aware of all the costs involved. The firm charges a fee based on a percentage of the assets under management and also offers an hourly rate for specific services. This fee-based structure aligns the firm’s interests with those of its clients and promotes a long-term partnership.
Background
JWC Capital Management, LLC is a registered investment advisor founded in 1998 by John W. Carter, a seasoned financial advisor with over 30 years of experience in the industry. The firm is headquartered in New York City and has several offices across the country to cater to its clients’ needs. JWC Capital Management, LLC is committed to upholding the highest standards of integrity, professionalism, and ethical behavior in all its dealings.
Financial Advisor Disclosures to Know
JWC Capital Management, LLC adheres to the SEC regulations and has a clean record with no disciplinary actions taken against it. The firm prides itself on being transparent with its clients and providing all necessary disclosures, including potential conflicts of interest and risks associated with certain investments. The firm’s primary focus is always on acting in the best interest of its clients and maintaining their trust and confidence.