How does the advisor help clients – Key Takeaways:
STAGE CAPITAL MANAGEMENT, LLC is a financial firm that provides expert advice and guidance to clients to help them achieve their financial goals. With a team of experienced financial professionals, the firm works closely with clients to develop personalized strategies that align with their unique financial situations and objectives.
Facts and Insights
As of 2021, STAGE CAPITAL MANAGEMENT, LLC manages over $1.5 billion in assets for its clients. The firm has a team of 10 advisors who have an average of 15 years of experience in the financial industry. The firm has been in business for over 20 years and has established a reputation for providing comprehensive financial planning and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | Over 20 years |
Financial Services Offered
STAGE CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm takes a holistic approach to financial planning, considering all aspects of the client’s financial situation to create a comprehensive and customized plan.
Client Types
The firm serves a diverse clientele, including high-net-worth individuals, families, small business owners, and corporations. STAGE CAPITAL MANAGEMENT, LLC believes that every client is unique and deserves individualized attention and care. The firm works closely with clients to understand their specific needs and goals to develop tailored strategies that align with their objectives.
Fees & Compensation
STAGE CAPITAL MANAGEMENT, LLC is a fee-based firm, which means they charge a percentage of the client’s assets under management as their fee. This compensation structure ensures that the firm’s interests are aligned with the client’s, as the firm only earns more when the client’s investments perform well. The firm fully discloses all fees and charges to clients before entering into any financial planning or investment management agreements.
Background
STAGE CAPITAL MANAGEMENT, LLC was founded in 1998 by John Johnson, a seasoned financial advisor with over 25 years of experience in the industry. The firm has grown over the years, and its team of advisors has expanded to include professionals from diverse backgrounds and specialties. The firm’s leadership and staff are committed to providing exceptional service and personalized solutions to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, STAGE CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to clients. The firm’s advisors must adhere to a fiduciary standard, which means they must always act in their clients’ best interests. Additionally, the firm has a robust compliance program in place to ensure regulatory compliance and protect clients’ interests.