How does the advisor help clients – Key Takeaways:
SILAS CAPITAL LLC is a reputable financial advisory firm that specializes in providing personalized financial planning and investment management services to its clients. With a team of highly qualified professionals and years of experience in the industry, the firm helps its clients achieve their financial goals through a comprehensive and tailored approach.
Key takeaways of how SILAS CAPITAL LLC helps its clients:
- Personalized financial planning and investment management services
- Team of highly qualified professionals
- Years of experience in the industry
- Comprehensive and tailored approach to financial planning
Facts and Insights:
SILAS CAPITAL LLC has been in business for over 10 years and currently manages over $500 million in assets under management (AUM). With a team of 15 dedicated advisors, the firm has built a reputation for providing trustworthy and effective financial services to its clients. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor, ensuring that their interests are aligned with their clients’.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered:
SILAS CAPITAL LLC offers a wide range of financial services to its clients including:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education savings planning
- Insurance planning
Client Types:
SILAS CAPITAL LLC serves a diverse group of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
Fees & Compensation:
SILAS CAPITAL LLC operates on a fee-only structure, meaning they do not receive commissions from any financial products or services recommended to their clients. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, with lower fees for larger accounts.
Background:
SILAS CAPITAL LLC was founded in 2010 by John Silas, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. The firm has grown to a team of 15 knowledgeable advisors, with a combined experience of over 100 years. SILAS CAPITAL LLC prides itself on its personalized approach and commitment to building long-term relationships with its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SILAS CAPITAL LLC is required to disclose any potential conflicts of interest, disciplinary actions, and other important information to its clients. This information can be found in their Form ADV, which is available upon request or on the SEC’s website.