H2:
How does the advisor help clients – Key Takeaways:
SCHECHTER PRIVATE CAPITAL, LLC is a leading financial advisory firm that provides services to individuals, families and institutions. With decades of experience and a team of industry experts, the firm offers a wide range of financial solutions tailored to meet the unique needs of each client.
Facts and Insights
Founded in 1992, SCHECHTER PRIVATE CAPITAL, LLC has been in business for almost three decades. During this time, the firm has managed billions of dollars in assets and has helped countless clients protect and grow their wealth.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 20+ | 27 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Wealth Transfer & Trusts
- Insurance Planning
- Business Succession Planning
Client Types
The firm primarily works with high-net-worth individuals, families, and institutions. Their clients include CEOs, entrepreneurs, business owners, and professionals in various fields.
Fees & Compensation
SCHECHTER PRIVATE CAPITAL, LLC is a fee-only advisory firm, which means their compensation is solely based on the fees and commissions paid by their clients. This eliminates potential conflicts of interest and ensures that their advisors act in their clients’ best interests at all times.
Background
SCHECHTER PRIVATE CAPITAL, LLC was founded by David W. Schechter, who has over 30 years of experience in the financial services industry. He has built a team of highly skilled and knowledgeable professionals who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
SCHECHTER PRIVATE CAPITAL, LLC adheres to the fiduciary standard, which means they are legally and ethically obligated to act in the best interests of their clients. They also have a strict code of ethics and a transparent fee structure to ensure transparency and trust with their clients.