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How does the advisor help clients – Key Takeaways:
Still Lake Capital, LLC is a leading financial advisory firm that prides itself on providing expert guidance to its clients. Through its team of experienced advisors, Still Lake Capital, LLC offers a wide range of financial services and caters to various client types.
Facts and Insights
Founded in 2010, Still Lake Capital, LLC has established itself as a reputable financial advisory firm with a strong track record of success. With a team of highly skilled advisors, the firm is able to provide valuable insights and investment strategies to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 11 years |
Financial Services Offered
As a comprehensive financial advisory firm, Still Lake Capital, LLC offers a wide range of services to meet the diverse needs of its clients. These services include portfolio management, financial planning, retirement planning, and estate planning.
Client Types
Still Lake Capital, LLC caters to individuals, families, and businesses of all sizes. The firm has the expertise to assist clients at various stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve their assets.
Fees & Compensation
The advisors at Still Lake Capital, LLC are committed to providing transparent and competitive pricing for their services. The firm charges a percentage of assets under management as its fees, with rates varying depending on the complexity of the client’s portfolio and financial needs.
Background
The team at Still Lake Capital, LLC has a combined experience of over 50 years in the financial industry. Their extensive knowledge and expertise allow them to provide sound financial advice tailored to each client’s specific goals and objectives.
Financial Advisor Disclosures to Know
Still Lake Capital, LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission. As such, the firm is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times.