Facts and Insights
SMOAK CAPITAL MANAGEMENT, LLC is a highly reputable financial management firm with a wealth of experience in providing expert financial services to its diverse clientele. With a track record of consistently delivering results, they have solidified their reputation as a go-to source for financial advice and management. Through their dedication to their clients and their extensive knowledge of the financial industry, they have been able to help their clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Helping clients create personalized financial plans that align with their goals and risk tolerance
- Offering unbiased advice and guidance on various financial products and services
- Regularly monitoring and managing client investments to ensure they are on track to reach their goals
- Providing ongoing education and communication to keep clients informed and involved in their financial journey
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
SMOAK CAPITAL MANAGEMENT, LLC specializes in a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Their clients come from a variety of backgrounds and have different financial needs and goals. SMOAK CAPITAL MANAGEMENT, LLC serves:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- High net worth individuals
Fees & Compensation
SMOAK CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive commissions or compensation from any third party companies. Their fees are based on a percentage of assets under management and are transparent and clearly communicated to clients.
Background
SMOAK CAPITAL MANAGEMENT, LLC was founded by John Smoak, a highly experienced financial advisor with over 25 years of experience in the industry. He holds multiple certifications and is dedicated to staying up-to-date on the latest trends and changes in the financial world in order to best serve his clients.
Financial Advisor Disclosures to Know
SMOAK CAPITAL MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. They have a clean record with no past disciplinary actions.