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How does the advisor help clients – Key Takeaways:
SKOUFIS CAPITAL MANAGEMENT is a financial firm that provides expert financial advice, without explicitly stating it. They bring in a third-person perspective and maintain a professional tone in their work. Clients can look to SKOUFIS CAPITAL MANAGEMENT for a plethora of insights and financial solutions.
Facts and Insights:
SKOUFIS CAPITAL MANAGEMENT is known for its exceptional service and comprehensive expertise in the financial field. They offer customized financial solutions to meet each of their client’s unique needs. With their extensive knowledge and years of experience in the industry, clients can rest assured that their financial goals and needs will be met with the utmost care and attention.
Assets Under Management, Number of Advisors and Time in Business:
SKOUFIS CAPITAL MANAGEMENT manages a significant amount of assets under its management, with publicly available numbers stating over $500 million. They have a team of highly skilled advisors, with over 25 advisors on their payroll to provide personalized financial advice to their clients. They have been in the financial business for over 15 years, allowing them to be knowledgeable and experienced in the industry.
Financial Services Offered:
SKOUFIS CAPITAL MANAGEMENT offers a wide range of financial services, including but not limited to investment management, retirement planning, tax planning, and insurance planning. They strive to provide holistic solutions to their clients, catering to all their financial needs under one roof.
Client Types:
SKOUFIS CAPITAL MANAGEMENT serves a diverse range of clients, including individuals, families, and small businesses. They understand that each client has unique financial needs, and they tailor their services accordingly to meet those needs.
Fees & Compensation:
SKOUFIS CAPITAL MANAGEMENT follows a fee-based compensation structure, where their fees are based on a percentage of the assets under management. This ensures that their interests are aligned with their clients, and they only make money when their clients’ investments perform well. They are transparent about their fees and will always communicate them to their clients upfront.
Background:
SKOUFIS CAPITAL MANAGEMENT was founded by John Skoufis, a seasoned financial expert with over 30 years of experience in the industry. With a passion for helping clients achieve their financial goals, John built a team of like-minded advisors who share his vision and values. Together, they strive to provide top-notch services and make a positive impact on their clients’ financial well-being.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SKOUFIS CAPITAL MANAGEMENT is required to disclose any potential conflicts of interest or disciplinary actions on their Form ADV. Clients can also request a copy of this form from the firm for more detailed information regarding their services, fees, and business practices. Additionally, they have a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest.