Facts and Insights
SPEECE THORSON CAPITAL GROUP INC. is a highly experienced financial firm that has been providing expert advice and guidance to clients for over 20 years. With a team of seasoned financial advisors and analysts, the firm offers a wide range of financial services to help clients achieve their goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance from a highly experienced team
- A wide range of financial services offered to meet the diverse needs of clients
- A focus on helping clients achieve their financial goals and secure their future
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 12 |
| Time in Business | 20+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Wealth Management
Client Types
SPEECE THORSON CAPITAL GROUP INC. serves a diverse range of clients including individuals, families, small business owners, and institutions. The firm is committed to providing personalized and tailored financial solutions that cater to the unique needs and goals of each client.
Fees & Compensation
The firm’s fees and compensation structure is aligned with the best interests of its clients. SPEECE THORSON CAPITAL GROUP INC. charges a percentage of assets under management as well as an annual retainer fee for its services. This fee structure ensures that the firm’s advisors are incentivized to help clients achieve their financial goals.
Background
SPEECE THORSON CAPITAL GROUP INC. was founded in 1998 by John Speece and David Thorson. Both founders have over 30 years of experience in the financial industry and have led the firm to become a trusted and reputable name in the field of wealth management. The firm’s team of advisors and analysts have diverse backgrounds and expertise, allowing them to provide comprehensive and well-rounded financial advice to clients.
Financial Advisor Disclosures to Know
SPEECE THORSON CAPITAL GROUP INC. takes great pride in maintaining transparency with its clients. As such, the firm discloses all potential conflicts of interest and any relevant disciplinary actions that its advisors may have on record. Clients can rest assured that their financial interests are always the top priority for the firm.