How does STABILIS CAPITAL MANAGEMENT, LP help clients – Key Takeaways:
STABILIS CAPITAL MANAGEMENT, LP is a financial advisory firm that offers a wide range of services to help clients achieve their financial goals. The firm’s experienced advisors provide personalized solutions based on each client’s unique needs, utilizing their expertise and knowledge to help clients make informed financial decisions.
Facts and Insights
Founded in 2005, STABILIS CAPITAL MANAGEMENT, LP has been in business for over 15 years and has established itself as a reputable name in the financial industry. The firm has over $1 billion in assets under management and a team of highly qualified advisors with an average of 10 years of experience in the financial sector.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | Not disclosed | 15+ years |
Financial Services Offered
STABILIS CAPITAL MANAGEMENT, LP offers a comprehensive range of financial services to individuals, families, and businesses, including investment management, financial planning, and retirement planning. The firm also provides tax planning, estate planning, and risk management services.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, retirees, and small businesses. STABILIS CAPITAL MANAGEMENT, LP takes a personalized approach to meet the unique financial needs of each client and offers customized solutions to help them achieve their financial goals.
Fees & Compensation
STABILIS CAPITAL MANAGEMENT, LP charges clients based on a fee-only structure, which means they do not earn any commissions from the sale of financial products. This ensures that the firm’s advisors provide unbiased advice that is solely in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, and the exact fee may vary depending on the client’s portfolio and financial needs.
Background
STABILIS CAPITAL MANAGEMENT, LP was founded by a team of experienced financial professionals with a strong commitment to helping clients achieve their financial goals. The firm’s advisors are dedicated to providing expert financial advice and developing long-term relationships with their clients based on trust and integrity.
Financial Advisor Disclosures to Know
STABILIS CAPITAL MANAGEMENT, LP is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a clean disciplinary record and has not faced any disciplinary actions or regulatory sanctions in the past. It is important to note that past performance does not guarantee future results, and individuals should carefully evaluate all information before making any financial decisions.