Family-owned and operated since 1987, SMEAD CAPITAL MANAGEMENT, INC. has been providing financial expertise to its clients in a professional and discreet manner. With a focus on personalized service, the company has cemented itself as a trusted advisor in the industry.
How does the advisor help clients – Key Takeaways:
SMEAD CAPITAL MANAGEMENT, INC. prides itself on providing comprehensive financial advice to its clients. They offer a wide range of services, tailored to each client’s individual needs. Some key takeaways include:
- Personalized and discreet financial advice
- Expertise in various financial areas
- Family-owned and operated, providing a personal touch to client relationships
Facts and Insights
Here are some interesting facts and insights about SMEAD CAPITAL MANAGEMENT, INC.:
- Founded in 1987 by the Smead family
- Operates independently, without any affiliation to banks or other financial institutions
- Employs a team of highly qualified and experienced financial advisors
Their long-standing reputation in the industry has solidified them as a go-to resource for financial advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 32 years |
Financial Services Offered
SMEAD CAPITAL MANAGEMENT, INC. offers a wide range of financial services to its clients. Some of their expertise include:
- Investment management and planning
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
The advisor serves a diverse range of clients, including:
- High-net-worth individuals
- Small business owners
- Retirees
- Young professionals
Fees & Compensation
SMEAD CAPITAL MANAGEMENT, INC. follows a fee-based model for its services. Clients are charged a percentage of their assets under management as an annual fee. They also charge an hourly rate for specific services such as tax preparation and planning. The company believes this fee structure aligns their interests with the clients, ensuring they both work towards the same goals.
Background
The company was founded in 1987 by the Smead family, who wanted to offer personalized financial advice and services to clients in a family-like atmosphere. The company has grown from a small family business to a well-respected and trusted advisor in the industry. They continue to be family-owned and operated, keeping their focus on building strong client relationships and providing expert financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, SMEAD CAPITAL MANAGEMENT, INC. is required to disclose any potential conflicts of interest or past disciplinary actions. Here are some important disclosures to know:
- No disciplinary actions have been taken against the company or its advisors
- The company operates independently and does not have any affiliations with banks or financial institutions
Clients can rest assured that they are working with a reputable and trustworthy advisor.