WRITEME
How does the advisor help clients – Key Takeaways:
Meeks Capital LLC is a financial advisory firm that prides itself on providing expert financial advice to individuals and businesses. With a team of experienced professionals, Meeks Capital LLC aims to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Meeks Capital LLC is a reputable financial advisory firm that has been in business for over 15 years. In that time, the firm has gained valuable insights and expertise in the financial industry, allowing them to provide top-notch services to their clients.
The firm also has a significant amount of assets under management, with over $500 million in assets as of 2021. This shows the trust and confidence that clients have in Meeks Capital LLC to manage their wealth and investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
Meeks Capital LLC 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, education planning, and risk management. The firm also provides financial education and coaching to help clients make informed decisions about their finances.
Client Types
Meeks Capital LLC serves a variety of clients, including individuals, families, small business owners, and corporations. The firm’s team of advisors has the expertise to cater to the unique financial needs of each client, regardless of their financial status.
Fees & Compensation
Meeks Capital LLC operates on a fee-only basis, which means they do not receive any commissions or compensation from the sale of financial products. This ensures that the firm’s advisors act in the best interest of their clients, without any conflicts of interest. The fees for their services are based on a percentage of the assets under management, offering a transparent and fair compensation structure for both the firm and its clients.
Background
Meeks Capital LLC was founded by John Meeks, a highly experienced and reputable financial advisor. With over 20 years of experience in the financial industry, John has built a team of like-minded professionals who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Before entering into any client-advisor relationship, it is crucial to be aware of any disclosures or potential conflicts of interest. Meeks Capital LLC is committed to transparency and will provide full disclosure of any potential conflicts of interest or disciplinary actions taken against the firm or its advisors.