How does the advisor help clients – Key Takeaways:
MACNEIL CAPITAL MANAGEMENT is a financial advisory firm that offers a range of services to help clients achieve their financial goals. They specialize in providing personalized investment management, financial planning, and retirement planning services to individuals, families, and businesses.
Facts and Insights
MACNEIL CAPITAL MANAGEMENT was founded in 2003 and has been in business for over 18 years. The firm is headquartered in New York City and currently has a team of 10 experienced and knowledgeable advisors.
The firm has approximately $500 million in assets under management, which is a testament to their successful strategies and dedication to their clients’ financial well-being.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered
MACNEIL CAPITAL MANAGEMENT offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of the key services include:
- Investment management and portfolio construction
- Retirement planning and asset allocation
- Estate planning and wealth transfer strategies
- Tax planning and minimization
- Insurance analysis and risk management
Client Types
The firm serves a diverse client base, including individuals, families, and businesses. Their clients come from a range of industries, including finance, healthcare, technology, and real estate.
Fees & Compensation
MACNEIL CAPITAL MANAGEMENT charges a fee for their services that is based on a percentage of the assets under management. This fee structure ensures that their interests are aligned with their clients and they strive to maximize their clients’ returns.
The firm does not receive any commissions for selling financial products, which eliminates any potential conflicts of interest and promotes transparency.
Background
The team at MACNEIL CAPITAL MANAGEMENT is led by founder and CEO, John MacNeil. He has over 25 years of experience in the financial industry and is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). The other advisors at the firm also have various industry certifications and years of experience in the field.
Financial Advisor Disclosures to Know
MACNEIL CAPITAL MANAGEMENT has a clean record with no disclosures or disciplinary actions on their advisors’ records. They prioritize ethical and transparent practices and are committed to serving their clients’ best interests.