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How does the advisor help clients – Key Takeaways:
Stillpoint Capital’s team of financial experts assist clients in achieving their financial goals by offering a range of comprehensive financial services tailored to their specific needs. By providing personalized guidance and utilizing their industry knowledge, Stillpoint Capital helps clients make informed decisions that align with their long-term financial objectives.
Facts and Insights:
Stillpoint Capital was founded in 2002 and is based in New York City. The firm has a total of 38 advisors and $1.9 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.9 billion | 38 | 19 years |
Financial Services Offered:
Stillpoint Capital offers a variety of financial services to meet the diverse needs of their clients. These services include investment management, financial planning, estate planning, retirement planning, tax planning, and risk management strategies.
Client Types:
Stillpoint Capital serves high net worth individuals, families, and institutions. They have experience working with clients from various industries, including technology, finance, entertainment, and healthcare.
Fees & Compensation:
Stillpoint Capital charges a fee based on a percentage of a client’s assets under management. This fee may vary based on the level of services required by the client. The firm does not receive any additional compensation from third-party sources, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background:
Stillpoint Capital is a registered investment advisor with the Securities and Exchange Commission. The firm is committed to providing high-quality, personalized financial advice and maintaining strong relationships with their clients. The team at Stillpoint Capital has a combined experience of over 150 years in the financial industry and continues to stay current with industry trends and best practices.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Stillpoint Capital has a fiduciary duty to act in the best interest of their clients at all times. They have a strict code of ethics and are required to disclose any potential conflicts of interest. The firm also follows all industry regulations and guidelines to ensure their clients’ assets are protected.