How Likely Capital Management, LLC Helps Clients – Key Takeaways:
Potential clients of Likely Capital Management, LLC can expect a financial expert who provides top-notch services to help them reach their financial goals.
Facts and Insights:
Founded in 2008, Likely Capital Management, LLC has been in business for over a decade, providing expert financial management services to clients. As of 2021, the company manages over $1.5 billion in assets and has a team of experienced advisors ready to assist clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 20 | 13 |
Financial Services Offered:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Risk management
Client Types:
Likely Capital Management, LLC serves a diverse client base, including individuals, families, small business owners, and institutions.
Fees & Compensation:
The fees and compensation at Likely Capital Management, LLC may vary depending on the services provided and the client’s needs. Generally, the company charges a percentage of assets under management, a flat fee, or an hourly rate for financial planning services. The company does not receive any commissions, ensuring unbiased advice for clients.
Background:
Likely Capital Management, LLC was founded by a team of financial experts who shared a vision of providing superior financial management services to clients. With over a decade of experience, the company has remained true to its mission and has helped numerous clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, it is important for clients to understand the possible disclosures that may arise while working with Likely Capital Management, LLC. These may include conflicts of interest, legal or disciplinary actions, or any financial issues that may affect the advisor’s ability to provide sound advice. The company is committed to transparency and will always disclose any relevant information to clients.