How does the advisor help clients – Key Takeaways:
PUTMAN CAPITAL MANAGEMENT, INC. is a prominent financial management firm with a team of experienced and knowledgeable advisors who provide comprehensive financial services to clients.
Facts and Insights
Founded in 1998, PUTMAN CAPITAL MANAGEMENT, INC. has established a strong reputation for its expertise in investment management and financial planning. The firm’s advisors have a deep understanding of the markets and use their expertise to help clients achieve their financial goals. The following table provides some key facts and insights about PUTMAN CAPITAL MANAGEMENT, INC.
| Year Founded | Number of Advisors | Total Assets Under Management |
|————|———–|——————|
| 1998 | 12 | $500 million |
Assets Under Management, Number of Advisors and Time in Business:
PUTMAN CAPITAL MANAGEMENT, INC. manages a total of $500 million in assets for its clients. The firm’s team of 12 advisors has a combined experience of over 100 years in the financial industry, which makes them highly qualified to provide expert financial advice to clients.
Financial Services Offered
PUTMAN CAPITAL MANAGEMENT, INC. offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. The firm follows a personalized approach and tailors its services to meet the unique financial needs of each client.
Client Types
PUTMAN CAPITAL MANAGEMENT, INC. serves a diverse range of clients, including high-net-worth individuals, families, small business owners, and corporations. The firm’s advisors have extensive experience working with clients from various industries and backgrounds, allowing them to provide customized solutions to meet the specific needs of each client.
Fees & Compensation
PUTMAN CAPITAL MANAGEMENT, INC. follows a fee-only compensation structure, which means the firm is not compensated through commissions or by selling financial products. This ensures that the advisors always act in the best interest of their clients and provide unbiased financial advice.
Background
PUTMAN CAPITAL MANAGEMENT, INC. was founded by John Putman, a highly experienced financial advisor with over 30 years of experience in the industry. He is dedicated to providing personalized and transparent financial services to his clients, which has earned him a loyal client base and excellent reputation in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, PUTMAN CAPITAL MANAGEMENT, INC. is required to disclose any potential conflicts of interest to its clients. The firm’s advisors have a fiduciary duty to act in the best interest of their clients, and any potential conflicts of interest are always disclosed to ensure transparency and trust between the advisor and the client.
In conclusion, PUTMAN CAPITAL MANAGEMENT, INC. is a reputable financial management firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to transparency and personalized service, the firm is a strong choice for individuals and businesses looking for expert financial guidance.