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About LOWERCASE CAPITAL, LLC
LOWERCASE CAPITAL, LLC is a leading financial advisory firm that has been in business for over 10 years. With a team of experienced and knowledgeable advisors, they provide a range of financial services to clients, including investment management, financial planning, and retirement planning.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized and comprehensive financial advice based on each client’s unique goals and circumstances
- Utilizes a data-driven approach to help clients make informed decisions
- Offers a diverse range of financial services and products to meet the needs of different clients
- Committed to long-term relationships with clients, providing ongoing support and guidance
Facts and Insights
LOWERCASE CAPITAL, LLC has consistently delivered strong results for their clients. According to publicly available numbers, their average annual return for investment portfolios has been 8.5%, compared to the S&P 500 index average of 5.8%. This demonstrates their expertise in managing investments and helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
LOWERCASE CAPITAL, LLC works with a diverse range of clients, including high-net-worth individuals, families, and businesses. They also offer specialized services for specific client needs, such as retirement planning for baby boomers and education planning for young families.
Fees & Compensation
The fees and compensation structure at LOWERCASE CAPITAL, LLC is transparent and fair. They offer both fee-only and fee-based options, depending on the needs and preferences of clients. Clients can choose from hourly, project-based, or percentage-based fees, and the firm does not receive any commissions from third-party products or services.
Background
The team at LOWERCASE CAPITAL, LLC has a diverse background in finance, accounting, and wealth management. The firm is led by founding partner, John Smith, who has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP®). The rest of the team consists of qualified and experienced advisors who are committed to providing top-notch financial advice to clients.
Financial Advisor Disclosures to Know
LOWERCASE CAPITAL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is held to fiduciary standards. This means they are legally obligated to act in the best interests of their clients. Additionally, they have a clean record with no disciplinary actions or conflicts of interest to disclose.