OM PACIFIC CAPITAL LLC is a financial advisory firm that provides expert services in financial planning and investment management to clients. With a deep knowledge and understanding of the financial industry, they help clients reach their financial goals and plan for a stable financial future.
How does the advisor help clients – Key Takeaways:
- Financial planning and investment management
- Expertise in the financial industry
- Helps clients reach their financial goals
- Assists in planning for a stable financial future
Facts and Insights:
OM PACIFIC CAPITAL LLC has been in business for 12 years and has a team of experienced professionals who have a deep understanding of the financial industry. Their knowledge and expertise allows them to provide top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 8 |
Financial Services Offered:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types:
OM PACIFIC CAPITAL LLC caters to a diverse range of clients including individuals, families, and small business owners. They understand that each client has unique financial goals and tailor their services to meet their specific needs.
Fees & Compensation:
OM PACIFIC CAPITAL LLC charges a percentage of assets under management for their services. They believe in transparent and fair fee structures and ensure that their clients are aware of all costs associated with their financial services.
Background:
The team at OM PACIFIC CAPITAL LLC comes from diverse backgrounds and brings a wealth of experience in the financial industry. They are committed to continuously expanding their knowledge and staying up-to-date with industry developments to better serve their clients.
Financial Advisor Disclosures to Know:
As a Registered Investment Advisor, OM PACIFIC CAPITAL LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This ensures that their clients’ interests always come first, and they must disclose any potential conflicts of interest.