How does the advisor help clients – Key Takeaways:
OAKLEY CAPITAL LIMITED offers a wide range of financial services and caters to different types of clients while charging competitive fees for their services. By leveraging their expertise and knowledge in the financial industry, they are able to assist their clients in achieving their financial goals and making informed decisions.
Facts and Insights
In order to get a better understanding of OAKLEY CAPITAL LIMITED, let’s take a look at some key facts and insights about the company below:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 Billion | 30+ | 20 years |
As shown in the table above, OAKLEY CAPITAL LIMITED has a strong track record and has managed a significant amount of assets over the past 20 years. They have also grown their team to include over 30 experienced advisors who provide personalized financial advice to their clients.
Financial Services Offered
OAKLEY CAPITAL LIMITED offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Educational Planning
Client Types
The team at OAKLEY CAPITAL LIMITED caters to a variety of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they tailor their services to best serve each client’s specific situation.
Fees & Compensation
OAKLEY CAPITAL LIMITED believes in transparent and fair pricing for their services. They charge competitive fees for their services and do not charge commissions, ensuring that their clients’ best interests are always the top priority.
Background
OAKLEY CAPITAL LIMITED was founded in 2001 and is headquartered in London, United Kingdom. The company has a team of experienced and qualified advisors who are committed to providing personalized financial advice and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of their potential conflicts of interest or any disciplinary actions. OAKLEY CAPITAL LIMITED is a registered investment advisor and is required to disclose any relevant information to their clients. Clients can find this information on the company’s Form ADV, which is available upon request.