About ST. AUGUSTINE CAPITAL PARTNERS
ST. AUGUSTINE CAPITAL PARTNERS is a leading financial advisory firm that is committed to helping its clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized solutions and expert guidance to their clients. The firm has a strong reputation for providing sound financial advice and building long-lasting relationships with their clients.
How Does the Advisor Help Clients – Key Takeaways:
ST. AUGUSTINE CAPITAL PARTNERS offers a wide range of financial services and solutions to help their clients achieve their financial goals. From investment management to retirement planning, their team of advisors has the expertise and resources to cater to the unique needs of each client.
Facts and Insights
ST. AUGUSTINE CAPITAL PARTNERS has been in business for over 15 years and has a team of highly qualified financial advisors who have a wealth of knowledge and experience in the industry. Their commitment to excellence and dedication to their clients have helped them establish a strong presence in the financial advisory sector.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
ST. AUGUSTINE CAPITAL PARTNERS offers a comprehensive range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
Client Types
ST. AUGUSTINE CAPITAL PARTNERS caters to a diverse clientele, including individuals, families, and businesses. Their team of advisors has the expertise to work with clients from all backgrounds and help them achieve their financial goals.
Fees & Compensation
ST. AUGUSTINE CAPITAL PARTNERS follows a transparent and fair fee structure, which is based on the assets under management. They do not receive any commissions or third-party payments, ensuring that their recommendations are always in the best interest of their clients. They also offer different fee options to cater to the unique needs of each client.
Background
The team at ST. AUGUSTINE CAPITAL PARTNERS consists of seasoned financial professionals with decades of combined experience in the industry. They hold various certifications and credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm also has a strong commitment to continuing education to stay up-to-date with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
As a registered investment advisor, ST. AUGUSTINE CAPITAL PARTNERS is committed to transparency and full disclosure to their clients. They are registered with the Securities and Exchange Commission (SEC) and are required to adhere to strict regulations and guidelines. They also have a fiduciary duty to act in the best interest of their clients at all times.