How does the advisor help clients – Key Takeaways:
Saint Francis Capital is a leading financial firm that specializes in providing expert financial advice to its clients. Through their dedicated team of experienced advisors, they offer a range of financial services and cater to various client types. With their wealth of experience and in-depth industry knowledge, they are committed to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
Saint Francis Capital was founded in 2005 and has been in business for over 15 years. In this time, they have amassed a reputation for their exceptional financial expertise and client-centric approach. They have a team of experienced and knowledgeable advisors who are dedicated to providing personalized and comprehensive financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25+ | Over 15 years |
Financial Services Offered
Saint Francis Capital offers a range of financial services to help clients grow, protect, and manage their wealth. They provide customized solutions that are tailored to each client’s unique financial situation and goals. Some of the key services offered by Saint Francis Capital include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Financial planning
Client Types
Saint Francis Capital caters to a diverse range of clients, including high net worth individuals, families, and institutions. They understand that each client has unique financial needs and goals, and therefore, they provide personalized services to meet their specific requirements. Their team of advisors has extensive experience working with clients from various backgrounds and industries.
Fees & Compensation
Saint Francis Capital operates on a fee-only model, which means they do not earn any commissions or incentives from recommending specific financial products. Their fees are based on a percentage of the assets they manage for clients, ensuring that their interests are aligned with those of their clients. They are committed to maintaining transparency in their fee structure and clearly communicate all charges to their clients.
Background
The team at Saint Francis Capital comprises experienced and qualified financial advisors who have a deep understanding of the industry and its complexities. They have diverse backgrounds and expertise in various areas of finance, allowing them to provide comprehensive and holistic advice to clients. Their team is committed to staying up-to-date with the latest industry trends and regulations to ensure they provide the best possible service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Saint Francis Capital is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times. This standard ensures that their advisors are not influenced by outside interests and are solely focused on providing objective and unbiased advice. They also have a strict code of ethics that all advisors must adhere to, ensuring the highest level of integrity and professionalism in all their dealings.