How does the advisor help clients – Key Takeaways:
A trusted financial expert, SIDOXIA CAPITAL MANAGEMENT, LLC, offers a wide range of services, including asset management and financial planning, to help clients achieve their financial goals.
Facts and Insights
SIDOXIA CAPITAL MANAGEMENT, LLC, founded in 2007, is a registered investment advisor that manages over $1 billion in assets for its clients. The firm has a team of experienced professionals with a combined experience of over 50 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | 13 years |
Financial Services Offered
SIDOXIA CAPITAL MANAGEMENT, LLC, focuses on providing personalized financial services to meet the unique needs and goals of each client. The firm offers the following services:
- Portfolio management
- Wealth management
- Financial planning
- Tax planning and management
- Estate planning
- Retirement planning
Client Types
SIDOXIA CAPITAL MANAGEMENT, LLC, serves a diverse group of clients, including high net worth individuals, families, and institutions such as pension funds and endowments. The firm also caters to clients of all ages and backgrounds, providing customized solutions for their unique financial needs.
Fees & Compensation
SIDOXIA CAPITAL MANAGEMENT, LLC, charges a competitive fee structure based on a percentage of assets under management. The firm’s fee structure is transparent and aligns with the interests of its clients. Clients can also choose to pay on a commission or hourly fee basis for specific services.
Background
SIDOXIA CAPITAL MANAGEMENT, LLC, was founded by Jason M. Thomas, a seasoned financial professional with over 25 years of experience in the industry. He has been recognized for his expertise by top publications such as Forbes and The Wall Street Journal.
Financial Advisor Disclosures to Know
SIDOXIA CAPITAL MANAGEMENT, LLC, is transparent in its business practices and discloses all relevant information to its clients. The firm has a clean record with no regulatory actions or complaints on file. As a fiduciary, the firm is required to always act in the best interest of its clients.