How does the advisor help clients – Key Takeaways:
As a prominent financial management firm, MAHER CAPITAL MANAGEMENT, INC. has a wealth of experience in providing expert guidance and assistance to clients in managing their finances. The company offers a range of financial services to help clients achieve their financial goals and improve their financial well-being. With a team of highly skilled and experienced advisors, MAHER CAPITAL MANAGEMENT, INC. is dedicated to providing personalized and comprehensive financial advice to its clients.
Facts and Insights
MAHER CAPITAL MANAGEMENT, INC. was founded in 1998 and has since become a leading financial management firm with a strong reputation for delivering excellent results. The firm is registered with the Securities and Exchange Commission (SEC) and operates in compliance with all regulatory requirements. As of 2021, the firm manages over $1 billion in assets and has a team of 50 experienced advisors to serve its growing client base.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 1998 | $1 billion | 50 |
Financial Services Offered
MAHER CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services including investment management, retirement planning, estate planning, tax planning, and risk management. The firm also provides customized solutions to address the specific needs and goals of each client, ensuring that their financial strategies are tailored to their unique situations.
Client Types
The firm primarily serves high-net-worth individuals, families, and small businesses, providing them with personalized financial advice and solutions to help them achieve their financial goals. MAHER CAPITAL MANAGEMENT, INC. prides itself on its commitment to building long-term relationships with its clients and providing them with exceptional service and support.
Fees & Compensation
MAHER CAPITAL MANAGEMENT, INC. operates on a fee-only basis, which means that the firm is compensated solely by its clients and does not receive any commissions or incentives from third-party products or services. The fees charged by the firm are based on a percentage of assets under management, ensuring that the interests of the clients are always aligned with the firm.
Background
The team at MAHER CAPITAL MANAGEMENT, INC. comprises of highly knowledgeable and experienced professionals who are dedicated to providing the best financial solutions to their clients. The firm’s advisors have a wide range of expertise and are committed to staying up-to-date with the latest trends and developments in the financial industry to provide the best possible service to clients.
Financial Advisor Disclosures to Know
MAHER CAPITAL MANAGEMENT, INC. prides itself on its transparency and client-focused approach. The firm has no legal or disciplinary disclosures, and all of its advisors have clean records. The firm adheres to strict ethical standards and prioritizes the individual needs and goals of each client in all its operations.