About SERVE CAPITAL PARTNERS
SERVE CAPITAL PARTNERS is a leading financial advisory firm that provides personalized and comprehensive financial solutions to its clients. With a team of experienced financial experts, they offer a wide range of services including investment management, financial planning, retirement planning, and estate planning. But what sets them apart from others in the industry? How do they help their clients achieve their financial goals? Let’s take a closer look.
How does the advisor help clients – Key Takeaways:
- Provide personalized and comprehensive financial solutions to clients
- Team of experienced financial experts
- Offer a wide range of services including investment management and financial planning
- Help clients achieve their financial goals
Facts and Insights
SERVE CAPITAL PARTNERS has a proven track record of success, with satisfied clients across the country. As of 2021, the firm has $5 billion in assets under management and has been in business for over 20 years. With a focus on long-term financial planning and investment strategies, they have helped numerous clients secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $5 billion | 50 |
Financial Services Offered
SERVE CAPITAL PARTNERS offers a wide range of financial services to its clients, including:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
Client Types
SERVE CAPITAL PARTNERS caters to a diverse clientele, including:
- Individuals
- Families
- Small business owners
- Corporations
Fees & Compensation
At SERVE CAPITAL PARTNERS, fees are based on a percentage of assets under management. This means that clients only pay for the services they receive and the performance of their investments. This fee structure ensures that the firm is aligned with the best interests of its clients and motivates them to achieve the best results.
Background
SERVE CAPITAL PARTNERS was founded in 2001 by a team of experienced financial experts who shared a common vision of providing top-notch financial services to clients. Over the years, the firm has grown and expanded its services to meet the evolving needs of its clients. Today, they continue to uphold their commitment to excellence and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial services firm, it is important to be aware of certain disclosures that may affect your decision to work with them. SERVE CAPITAL PARTNERS is registered with the Securities and Exchange Commission (SEC) and is a member of FINRA and SIPC. They have a clean disciplinary record with no disciplinary actions taken against them by any regulatory bodies.