ACT
How does OCEANWOOD CAPITAL ADVISERS LIMITED help clients – Key Takeaways:
OCEANWOOD CAPITAL ADVISERS LIMITED is a financial firm that provides expert advice and services to clients, helping them achieve their financial goals and secure their future. Here are some key takeaways about their role as a financial advisor:
- Acts as a trusted financial expert for clients, providing guidance and support in making important financial decisions.
- Helps clients analyze their current financial situation and develop a clear plan for meeting their financial goals.
- Provides personalized financial advice and strategies tailored to each client’s unique needs and circumstances.
- Serves as a partner and advocate for clients, constantly monitoring their investments and adjusting strategies as needed.
Facts and Insights
As one of the leading financial advisors in the industry, OCEANWOOD CAPITAL ADVISERS LIMITED has a wealth of knowledge and experience to offer their clients. Here are some important facts and insights about their services:
- Founded in 2007, OCEANWOOD CAPITAL ADVISERS LIMITED has over 13 years of experience in the financial industry.
- The firm currently manages over $1 billion in assets under management (AUM).
- OCEANWOOD CAPITAL ADVISERS LIMITED has a team of experienced advisors, with an average of 10 years in the financial industry.
- The firm takes a comprehensive approach to financial planning, incorporating all aspects of a client’s financial life into their strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Time in Business | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 13 years | $1 billion | Team of experienced advisors |
Financial Services Offered
OCEANWOOD CAPITAL ADVISERS LIMITED offers a wide range of comprehensive financial services to help clients reach their financial goals. These services include:
- Investment portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Debt management
Client Types
OCEANWOOD CAPITAL ADVISERS LIMITED works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Trusts and estates
- Non-profit organizations
Fees & Compensation
OCEANWOOD CAPITAL ADVISERS LIMITED charges a percentage of AUM as their fee, ranging from 0.25% to 1.5%. They also offer hourly planning and project-based fee options for clients with specific needs. As a fee-only firm, they do not earn commissions or receive any additional compensation for recommending specific investment products.
Background
OCEANWOOD CAPITAL ADVISERS LIMITED was founded by a team of experienced financial advisors with a shared passion for helping clients achieve financial success. They pride themselves on their client-focused approach and dedication to providing personalized, unbiased advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, OCEANWOOD CAPITAL ADVISERS LIMITED is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. They also have a fiduciary duty to disclose any potential conflicts of interest to their clients to ensure transparency and trust.