How does the advisor help clients – Key Takeaways:
REYNOLDS CAPITAL MANAGEMENT, INC. is a reputable financial firm dedicated to providing expert guidance and management services to individuals, families, and businesses. Through a personalized and analytical approach, they aim to help clients achieve their financial goals and secure their future.
Facts and Insights
REYNOLDS CAPITAL MANAGEMENT, INC. was founded in 2001 by John Reynolds, a seasoned financial expert with over 25 years of experience in the industry. The firm is headquartered in New York City, with additional offices in Los Angeles and Chicago.
With a team of 50 advisors, REYNOLDS CAPITAL MANAGEMENT, INC. manages over $2 billion in assets, making them a significant player in the financial services industry. They offer a broad range of investment solutions and financial planning services to individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | 19 years |
Financial Services Offered
REYNOLDS CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services, including but not limited to:
- Investment management
- Financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
- Business consulting and succession planning
Client Types
REYNOLDS CAPITAL MANAGEMENT, INC. works with a diverse range of clients, including individuals, high net worth families, and small to medium-sized businesses. They also serve nonprofit organizations and government entities, providing tailored financial solutions to meet their unique needs.
Fees & Compensation
REYNOLDS CAPITAL MANAGEMENT, INC. operates as a fee-only financial advisor, meaning they do not receive any commission or compensation from third-party products. Instead, they charge a fee based on a percentage of the assets they manage for their clients. This structure aligns their interests with their clients’ and ensures unbiased financial advice.
Background
John Reynolds, the founder and CEO of REYNOLDS CAPITAL MANAGEMENT, INC., has an impressive background in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s in Business Administration, and is a Certified Financial Planner (CFP®). His experience and expertise have earned him recognition from top financial publications, such as Forbes and Barron’s.
Financial Advisor Disclosures to Know
REYNOLDS CAPITAL MANAGEMENT, INC. has a clean record with no disciplinary actions or legal disputes. They prioritize transparency and full disclosure with their clients, providing all necessary information to make informed decisions.