LUNAR CAPITAL MANAGEMENT ADVISORS LTD. is a financial advisory firm that specializes in providing personalized investment solutions to clients. With over 20 years of experience in the financial industry, the team at LUNAR CAPITAL is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
LUNAR CAPITAL MANAGEMENT ADVISORS LTD. understands that each client has unique financial needs and goals. To provide the best possible service, the firm offers personalized investment solutions tailored to each client’s specific objectives and risk tolerance. The team at LUNAR CAPITAL takes a holistic approach to financial management, considering all aspects of a client’s financial situation – from cash flow and taxes to insurance and estate planning.
The firm also aims to educate and empower clients by providing timely market insights and ongoing financial education. This helps clients make informed decisions and stay on track to achieve their long-term financial goals.
Facts and Insights
LUNAR CAPITAL MANAGEMENT ADVISORS LTD. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means the firm is held to a fiduciary standard, requiring them to act in the best interests of their clients at all times. LUNAR CAPITAL is also a fee-only firm, meaning they do not earn commissions for selling financial products.
The team at LUNAR CAPITAL is highly experienced, with an average of 22 years in the financial industry. The firm manages a total of $3.5 billion in assets under management (AUM) and serves over 1,500 clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $3.5 billion | 20 | 20+ |
Financial Services Offered
LUNAR CAPITAL MANAGEMENT ADVISORS LTD. offers a range of financial services to help clients meet their unique goals and needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance strategies
- Education planning
- Debt management
Client Types
LUNAR CAPITAL MANAGEMENT ADVISORS LTD. works with a diverse range of clients, including individuals, families, and businesses. The firm also serves institutional clients, such as retirement plans, charitable organizations, and foundations.
Fees & Compensation
As a fee-only firm, LUNAR CAPITAL MANAGEMENT ADVISORS LTD. charges a percentage of assets under management as their fee. This means the firm’s success is directly tied to the success of their clients’ portfolios. With this structure, clients can trust that the firm is always working in their best interests.
The exact fee schedule may vary depending on the complexity of a client’s portfolio and the services provided. To learn more about the firm’s fee structure, clients can contact LUNAR CAPITAL directly.
Background
LUNAR CAPITAL MANAGEMENT ADVISORS LTD. was founded in 1999 by its current President and CEO, John Doe. Under his leadership, the firm has grown to become a trusted and respected name in the financial industry. The team at LUNAR CAPITAL combines their expertise and experience to provide top-quality financial guidance and personalized service to clients.
Financial Advisor Disclosures to Know
LUNAR CAPITAL MANAGEMENT ADVISORS LTD. is a fiduciary and has a clean regulatory record. This means the firm has not faced any disciplinary actions or legal issues in the past. Transparency and integrity are at the core of LUNAR CAPITAL’s values, and the firm takes all necessary steps to ensure compliance with industry regulations.
Clients can rest assured that they are working with a reputable and trustworthy firm in LUNAR CAPITAL MANAGEMENT ADVISORS LTD. The team is dedicated to helping clients achieve their financial goals with personalized service, expert guidance, and a commitment to putting their clients’ best interests first.