About MCRAE CAPITAL MANAGEMENT INC.
MCRAE CAPITAL MANAGEMENT INC. is a leading financial management firm that specializes in providing expert financial advice and services to its clients. With a team of experienced professionals and a strong track record of success, MCRAE CAPITAL MANAGEMENT INC. is a trusted partner for individuals and businesses looking to grow and manage their wealth.
How does the advisor help clients – Key Takeaways:
The advisors at MCRAE CAPITAL MANAGEMENT INC. work closely with their clients to understand their financial goals and create personalized strategies to help them achieve those goals. Clients benefit from the advisor’s expertise and access to a wide range of financial tools and resources.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10+ |
| Time in Business: | 15+ years |
Financial Services Offered:
With a wide range of financial services, MCRAE CAPITAL MANAGEMENT INC. has the expertise to help clients with all aspects of their financial needs. Services include investment management, retirement planning, tax planning, risk management, and more.
Client Types:
- Individuals
- High net worth individuals
- Small businesses
- Corporations
Fees & Compensation:
MCRAE CAPITAL MANAGEMENT INC. operates on a fee-based compensation structure, meaning that the fees the firm charges are based on a percentage of the assets under management. This aligns the firm’s interests with the client’s, as their success is directly tied to the success of the client’s investments.
Background:
MCRAE CAPITAL MANAGEMENT INC. was founded in 2005 by financial experts with decades of combined experience in the industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).
Financial Advisor Disclosures to Know:
To ensure transparency and compliance, MCRAE CAPITAL MANAGEMENT INC. discloses all relevant information and any potential conflicts of interest to their clients. This includes any affiliations with other financial institutions or potential fees for referring clients to specific products or services.