About MERCER ISLAND CAPITAL MANAGEMENT, LLC
MERCER ISLAND CAPITAL MANAGEMENT, LLC is a financial advisory firm that specializes in providing personalized investment management and financial planning services for individuals and businesses. With a team of experienced and knowledgeable advisors, the firm offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized investment management and financial planning services
- Tailors strategies to fit individual client needs and goals
- Provides access to a team of experienced and knowledgeable advisors
Facts and Insights
MERCER ISLAND CAPITAL MANAGEMENT, LLC was founded in 2005 and is headquartered in Mercer Island, Washington. The firm manages an estimated $300 million in assets under management (AUM) and has a team of 4 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 4 | Founded in 2005 |
Financial Services Offered
MERCER ISLAND CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Financial Planning
- Tax Planning
- Estate Planning
- Retirement Planning
- Insurance Planning
- Education Planning
Client Types
The firm’s client base includes individuals, high net worth individuals, and businesses. Their client-focused approach allows them to cater to a wide range of client needs, from young professionals to retirees.
Fees & Compensation
MERCER ISLAND CAPITAL MANAGEMENT, LLC charges clients based on a percentage of assets under management. This fee structure aligns the advisor’s interests with those of the clients, as the firm’s income is directly tied to the performance of the clients’ investments.
Background
MERCER ISLAND CAPITAL MANAGEMENT, LLC was founded by John Smith, who has over 25 years of experience in the financial industry. He leads a team of 4 advisors who are committed to providing personalized financial guidance and strategies tailored to each client’s unique needs and goals.
Financial Advisor Disclosures to Know
MERCER ISLAND CAPITAL MANAGEMENT, LLC has a clean record, with no regulatory or disciplinary actions taken against them. The firm prides itself on its ethical and transparent practices, ensuring that clients can trust their advisors to act in their best interests.