About PAYNE CAPITAL MANAGEMENT, LLC
PAYNE CAPITAL MANAGEMENT, LLC is a respected financial management firm that has been providing expert guidance and services to clients for over 20 years. The firm prides itself on its team of highly experienced financial advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
As a financial expert, the advisor at PAYNE CAPITAL MANAGEMENT, LLC helps clients by providing personalized financial planning and investment management services. This includes creating customized investment portfolios, developing tax strategies, and offering guidance on retirement planning and estate planning.
Facts and Insights
PAYNE CAPITAL MANAGEMENT, LLC has over $1 billion in assets under management and a team of 15 highly qualified financial advisors. The firm serves a diverse range of clients, including high-net-worth individuals, families, and institutions.
In addition to its strong track record of delivering positive returns for clients, PAYNE CAPITAL MANAGEMENT, LLC also provides valuable insights and market analysis through its research and publications. This includes regular market updates, investment outlooks, and educational resources for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 15 | 20+ years |
Financial Services Offered
PAYNE CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Tax planning and strategies
- Retirement planning
- Estate planning
- Risk management
- Education planning
Client Types
PAYNE CAPITAL MANAGEMENT, LLC works with a diverse set of clients, including:
- High-net-worth individuals
- Families
- Institutions
Fees & Compensation
PAYNE CAPITAL MANAGEMENT, LLC is a fee-only firm, meaning it does not earn commissions or receive compensation from third parties. This allows the firm to provide unbiased and objective advice to clients. Fees are based on a percentage of assets under management, ensuring that the client’s financial success is aligned with the firm’s success.
Background
PAYNE CAPITAL MANAGEMENT, LLC was founded in 1999 by Michael Payne, a respected financial expert with over 30 years of experience in the industry. The firm is headquartered in New York City and has a strong reputation for its personalized approach to financial management and client-centric service.
Financial Advisor Disclosures to Know
PAYNE CAPITAL MANAGEMENT, LLC and its financial advisors have a clean record with no disciplinary actions or regulatory sanctions. The firm takes a proactive approach to compliance and adheres to all regulatory requirements to ensure the protection of its clients’ best interests.