About SIXTY8 CAPITAL
SIXTY8 CAPITAL is a reputable financial advisory firm that has been serving clients for over a decade. Established in 2008, the firm specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses.
How the Advisor Helps Clients – Key Takeaways:
At SIXTY8 CAPITAL, clients receive personalized financial guidance and support from a team of experienced advisors. The firm’s approach is to understand each client’s unique financial situation and goals, and then develop a tailored plan to help them achieve their objectives. The advisors at SIXTY8 CAPITAL act as a trusted partner to clients, offering expert advice and unbiased recommendations to help them make informed financial decisions.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered
SIXTY8 CAPITAL offers a wide range of financial services to cater to the varying needs of clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
- Insurance solutions
- Business succession planning
Client Types
SIXTY8 CAPITAL serves a diverse client base, including high net worth individuals, retirees, business owners, and young professionals. The firm takes a comprehensive approach to financial planning, making it suitable for clients at different stages of their financial journey.
Fees & Compensation
SIXTY8 CAPITAL follows a fee-only structure, which means they do not receive commissions or sales fees. Instead, clients pay a fixed or hourly fee for the services provided. This fee structure ensures that advisors’ recommendations are unbiased and in the best interest of the client.
Background
The advisors at SIXTY8 CAPITAL have a combined experience of over 50 years in the financial services industry. They have a diverse skill set and are committed to staying updated on the latest market trends and financial strategies. The firm’s advisors hold various industry certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, SIXTY8 CAPITAL is bound by the fiduciary duty to act in the best interest of its clients. This means they are legally obligated to provide unbiased advice and disclose any conflicts of interests. The firm’s advisors also provide a Form ADV, which details their services, fees, and any disciplinary actions taken against them.
In conclusion, SIXTY8 CAPITAL is a reputable financial advisory firm that takes a personalized and comprehensive approach to help clients achieve their financial goals. With their experience, expertise, and commitment to acting in the best interest of clients, they are a trusted partner for all their clients’ financial planning needs.