How does the advisor help clients – Key Takeaways:
Local Capital Partners LLC serves as a financial expert, providing knowledgeable and professional advice to clients. Their team of advisors is equipped with the necessary skills and expertise to assist clients in managing their finances and achieving their financial goals.
Facts and Insights:
- Founded in 2010, Local Capital Partners LLC has been in the business for over a decade, gaining valuable experience and knowledge in the financial industry.
- The company currently has over $500 million in assets under management, making them a significant player in the financial services market.
- With a team of 25 expert advisors, Local Capital Partners LLC is able to cater to a wide range of clients and provide them with personalized financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Over 10 years |
Financial Services Offered:
Local Capital Partners LLC offers a wide range of financial services to their clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance solutions
- Business planning and consulting
Client Types:
Local Capital Partners LLC caters to a diverse range of clients, including:
- High net worth individuals
- Families
- Business owners
- Retirees
- Young professionals
Fees & Compensation:
Local Capital Partners LLC charges a fee based on a percentage of the assets under management. This fee may vary depending on the services and level of complexity required by the client. The company is committed to transparent and honest communication with their clients regarding all fees and compensation.
Background:
Local Capital Partners LLC was founded in 2010 by a team of experienced financial advisors who saw a need for unbiased, personalized financial advice in the market. Since then, they have built a strong reputation for their expertise and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Local Capital Partners LLC is committed to adhering to all relevant regulations and disclosures. This includes providing clients with a Form ADV, which outlines the company’s services, fees, and any potential conflicts of interest. The company also works with a fiduciary duty, meaning they are legally obligated to act in the best interests of their clients.