How does the advisor help clients – Key Takeaways:
MEETING HOUSE CAPITAL, LLC provides comprehensive financial planning services to help clients achieve their financial goals. They offer a wide range of financial services and work closely with clients to create personalized and effective strategies.
Facts and Insights
MEETING HOUSE CAPITAL, LLC has been in business for over 10 years and currently manages over $500 million in assets. They have a team of 5 experienced advisors who are dedicated to providing exceptional service and guidance to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
MEETING HOUSE CAPITAL, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include but are not limited to:
- Retirement planning
- Investment advice
- Estate planning
- Tax planning
- Education planning
Client Types
MEETING HOUSE CAPITAL, LLC works with a diverse range of clients including individuals, families, small business owners, and corporations. They are committed to understanding the unique needs and circumstances of each client and tailoring their services accordingly.
Fees & Compensation
MEETING HOUSE CAPITAL, LLC operates on a fee-based compensation structure, meaning their fees are based on a percentage of the assets they manage for a client. This aligns their interests with those of their clients, as they only benefit when their clients’ assets grow.
Background
The team at MEETING HOUSE CAPITAL, LLC has a wealth of experience in the financial industry. Their advisors have expertise in various areas such as investment management, tax planning, and estate planning. They continuously stay updated on the latest market trends and regulations to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
MEETING HOUSE CAPITAL, LLC is a registered investment advisor and as such, they are held to a fiduciary standard. This means they are legally obligated to act in the best interest of their clients and must disclose any conflicts of interest. They have a strict code of ethics and are committed to providing transparent and unbiased advice to their clients.