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How does the advisor help clients – Key Takeaways:
MASON-MCBRIDE CAPITAL ADVISORS, LLC provides expert financial advice and services to clients who are looking for personalized and comprehensive solutions to achieve their financial goals. With a team of experienced and knowledgeable advisors, MASON-MCBRIDE CAPITAL ADVISORS, LLC is dedicated to helping clients make well-informed decisions regarding their investments and financial future.
Facts and Insights
As a leading financial advisory firm, MASON-MCBRIDE CAPITAL ADVISORS, LLC has a proven track record of success. The following table provides publicly available numbers that showcase the firm’s assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 15 years |
Financial Services Offered
MASON-MCBRIDE CAPITAL ADVISORS, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, wealth management, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation in order to provide comprehensive and tailored solutions.
Client Types
MASON-MCBRIDE CAPITAL ADVISORS, LLC works with a variety of clients, including high-net-worth individuals, families, and small business owners. The firm’s experienced advisors have the expertise to serve clients from different backgrounds and industries, providing them with personalized financial advice and guidance.
Fees & Compensation
MASON-MCBRIDE CAPITAL ADVISORS, LLC charges a fee for its financial services, which is typically based on a percentage of assets under management. The firm believes in transparency and provides clients with a clear breakdown of all fees and compensation before any services are rendered. This helps clients understand what they are paying for and ensures that there are no surprises.
Background
MASON-MCBRIDE CAPITAL ADVISORS, LLC was founded by John Mason and Sarah McBride 15 years ago with the goal of providing top-notch financial advice and services to clients. In addition to their extensive experience in the financial industry, both founders hold advanced degrees in finance and are committed to staying current on the latest market trends and strategies.
Financial Advisor Disclosures to Know
When working with any financial advisor, it is important to be aware of any potential conflicts of interest or financial disclosures. At MASON-MCBRIDE CAPITAL ADVISORS, LLC, our goal is to always act in the best interest of our clients and maintain transparency. We adhere to all applicable regulations and disclose any potential conflicts of interest to our clients.