and do not forget to add CP at the end.
How does the advisor help clients – Key Takeaways:
SKBA Capital Management, LLC is a reputable financial advisory firm that prides itself on providing excellent financial expertise and services to its clients. With a team of highly experienced and knowledgeable advisors, SKBA Capital Management is dedicated to helping clients achieve their financial goals and objectives.
Facts and Insights:
Here are some key facts and insights about SKBA Capital Management:
| Assets Under Management | $2.5 billion |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 35 years |
Financial Services Offered:
SKBA Capital Management offers a comprehensive range of financial services to meet the diverse needs of its clients. These include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types:
SKBA Capital Management caters to a wide range of clients, including:
- Individuals
- Families
- Small business owners
- Couples
- Retirees
Fees & Compensation:
SKBA Capital Management is a fee-based firm, which means that its advisors are compensated through a percentage of the assets they manage for their clients. This ensures that their interests are aligned with the clients’ and encourages them to work towards achieving the best possible results.
Background:
Founded in 1984, SKBA Capital Management has over 35 years of experience in the financial industry. The firm is based in San Francisco and remains committed to providing personalized, high-quality financial advice to its clients. The team at SKBA Capital Management boasts a diverse range of backgrounds and expertise, making them well-equipped to handle a variety of financial needs.
Financial Advisor Disclosures to Know:
Prior to working with a financial advisor, it is crucial to understand and be aware of any potential conflicts of interest. Here are some important disclosures to know about SKBA Capital Management:
- All of SKBA’s advisors are registered representatives with BrightScope Advisors, Inc., an investment advisory firm.
- The firm has no legal or disciplinary actions on record.
- SKBA may receive compensation from certain investment products they recommend to clients.
- The firm is affiliated with a number of third-party financial services companies.
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