How does the advisor help clients – Key Takeaways:
SERVUS CAPITAL MANAGEMENT acts as a financial expert for their clients, providing personalized and comprehensive financial planning services. Their focus is on helping clients achieve their financial goals and making well-informed investment decisions. Some key takeaways of their services include:
- Personalized financial planning
- Comprehensive investment strategies
- Guidance towards achieving financial goals
- Well-informed decision making
Facts and Insights
SERVUS CAPITAL MANAGEMENT has a proven track record of success in the financial services industry. They provide valuable insights and advice to their clients, helping them navigate the complex world of finance. Some key facts about the company include:
- Founded in 2005
- Over 15 years of experience in the financial industry
- Expertise in financial planning and investment management
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
SERVUS CAPITAL MANAGEMENT offers a wide range of financial services to meet the varying needs of their clients. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Debt management
Client Types
SERVUS CAPITAL MANAGEMENT works with a diverse range of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
SERVUS CAPITAL MANAGEMENT operates on a fee-only compensation structure. This means they do not earn commissions from selling financial products, ensuring that their advice is always unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, ensuring that their goals are aligned with their clients’ success.
Background
The team at SERVUS CAPITAL MANAGEMENT is made up of highly experienced and skilled financial advisors who are dedicated to helping their clients achieve financial success. They have extensive knowledge and expertise in the financial industry, and they are committed to providing their clients with the best possible guidance and support.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disclosures. SERVUS CAPITAL MANAGEMENT believes in transparency and honesty, and some important disclosures to know include:
- They may have potential conflicts of interest with certain investments
- They may receive compensation from third parties for recommending certain products or services
- They may have relationships with certain financial institutions
It is always recommended to discuss any potential conflicts of interest with your financial advisor to ensure you are making well-informed decisions.