How does the advisor help clients – Key Takeaways:
Spartan Capital Private Wealth Management LLC is a financial advisory firm that provides personalized wealth management services to clients. The firm’s advisors use their expertise and knowledge to assist clients in achieving their financial goals and objectives.
Facts and Insights
Founded in 1989, Spartan Capital Private Wealth Management LLC has been in the business for over 30 years. The firm has over $2 billion in assets under management and employs 20 financial advisors. The typical client account size ranges from $500,000 to $5 million.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1989 | $2 billion | 20 |
Financial Services Offered
At Spartan Capital Private Wealth Management LLC, clients can expect a wide range of financial services to meet their needs. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm also offers customized solutions for complex financial situations.
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and small businesses. Spartan Capital Private Wealth Management LLC understands that each client has unique financial goals and provides personalized solutions to meet their specific needs.
Fees & Compensation
The firm’s fee structure is based on a fee-only model, which means that clients are charged a percentage of their assets under management. This ensures that the advisors’ interests are aligned with the clients’ and there is no conflict of interest. The firm also discloses all fees and compensation to clients upfront, ensuring transparency in all financial dealings.
Background
Spartan Capital Private Wealth Management LLC prides itself on its team of experienced advisors who have an average of 20 years of industry experience. The firm’s advisors have a diverse range of backgrounds and expertise, which enables them to provide comprehensive financial solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment adviser, Spartan Capital Private Wealth Management LLC is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website.
In conclusion, Spartan Capital Private Wealth Management LLC is a trusted financial advisor that provides personalized wealth management services to clients. With their expertise, diverse range of services, and transparent fee structure, the firm is committed to helping clients achieve their financial goals and objectives.