Facts and Insights
PHYSICIANS CAPITAL MANAGEMENT LLC is a financial advisory firm with years of industry experience. Led by a team of expert financial advisors, the firm provides a wide range of financial services to its clients. They strive to help individuals and families achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 15 years |
These numbers reflect the firm’s success and stability in the financial industry, making them a reputable choice for clients seeking financial advice.
Financial Services Offered
The team at PHYSICIANS CAPITAL MANAGEMENT LLC offers a variety of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment management and portfolio analysis
- Retirement planning and wealth management
- Tax planning and optimization strategies
- Estate planning and trust management
By offering comprehensive and personalized financial planning, the firm is able to assist clients in all aspects of their financial journey.
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and small business owners. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
PHYSICIANS CAPITAL MANAGEMENT LLC is a fee-only firm, which means they do not earn commissions for selling financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, giving clients transparency in the cost of their services.
Background
The firm was founded by a group of experienced financial advisors with a mission to provide exceptional financial guidance to their clients. They continue to uphold this mission by staying up-to-date on the latest industry trends and utilizing cutting-edge technology to provide efficient and effective financial strategies.
Financial Advisor Disclosures to Know
PHYSICIANS CAPITAL MANAGEMENT LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They are held to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests. They have a clean record, with no disciplinary actions or regulatory sanctions on record.