How does the advisor help clients – Key Takeaways:
MACHINA CAPITAL is a well-known financial advisory firm that offers a range of services to help clients make smart financial decisions. Their main focus is on providing expert financial advice to individuals, families, and businesses to help them achieve their financial goals. The firm’s knowledgeable team of advisors use their expertise to develop customized plans and strategies that are tailored to each client’s unique financial needs and objectives. Their goal is to help clients build and preserve their wealth and achieve financial success.
Facts and Insights
As a financial expert, MACHINA CAPITAL believes in being transparent with their clients. Here are some key facts and insights about the firm:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
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Financial Services Offered
MACHINA CAPITAL offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
MACHINA CAPITAL serves a variety of clients including:
- Individuals
- Families
- Small business owners
- Corporate executives
Fees & Compensation
MACHINA CAPITAL believes in providing transparent and fair pricing for their services. Their fees are based on a percentage of the client’s assets under management. For investment management services, the fee typically ranges from 0.5% to 1%. The firm also offers hourly rates for financial planning and consulting services.
Background
MACHINA CAPITAL was founded in 2005 by a team of experienced and knowledgeable financial advisors. They saw a need for a firm that provided personalized and comprehensive financial planning and investment management services to help clients achieve their financial goals. The firm has since grown and has gained a reputation for their expertise, integrity, and commitment to their clients.
Financial Advisor Disclosures to Know
MACHINA CAPITAL is a registered investment advisor and is required to disclose certain information to their clients. This includes any potential conflicts of interest, disciplinary history, and personal and business affiliations. Clients can find this information on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.