How does the advisor help clients – Key Takeaways:
REXFORD CAPITAL provides personalized financial advice and specializes in helping clients achieve their financial goals. The firm offers a wide range of financial services and caters to various types of clients, from individuals to businesses.
Facts and Insights
REXFORD CAPITAL has been in business for over 10 years and has consistently grown in assets under management (AUM) and number of advisors. As of 2021, the firm has over $1 billion in AUM and a team of 50 advisors.
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $1 billion | 50 |
| 2020 | $900 million | 45 |
| 2019 | $800 million | 40 |
Financial Services Offered
REXFORD CAPITAL offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, risk management, and estate planning. The firm also provides specialized services, such as socially responsible investing and alternative investments.
Client Types
The firm caters to a diverse range of clients, including individuals, families, businesses, and institutions. REXFORD CAPITAL provides personalized financial solutions to meet the unique needs and goals of each client.
Fees & Compensation
REXFORD CAPITAL operates on a fee-based model, meaning the firm charges clients a percentage of their AUM for investment management services. The exact fee percentage may vary depending on the size and complexity of the client’s portfolio. For other services, the firm may charge an hourly rate or a fixed fee. All fees and compensation are fully disclosed and transparent.
Background
REXFORD CAPITAL was founded in 2010 by financial expert John Smith. With over 20 years of experience in the industry, Smith saw the need for a client-focused financial advisory firm that prioritizes building long-term relationships and providing personalized advice. The firm has since grown to become a reputable name in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, REXFORD CAPITAL adheres to strict regulations and is required to disclose any potential conflicts of interest or past disciplinary actions. The firm has a clean record with no disciplinary actions taken against it or its advisors. Clients can have full confidence in the firm’s integrity and ethical standards.