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How does the advisor help clients – Key Takeaways:
STINSON CAPITAL MANAGEMENT, LLC is a financial advisory firm that provides expert financial guidance to its clients. The firm has a team of experienced and knowledgeable advisors who work with clients to create customized financial plans to help them achieve their financial goals.
Facts and Insights
Founded in 2010, STINSON CAPITAL MANAGEMENT, LLC has been providing financial services for over a decade. The firm has its headquarters located in New York City and serves clients across the United States. The team at STINSON CAPITAL MANAGEMENT, LLC combines their expertise and industry knowledge to offer comprehensive financial solutions to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 11 years |
As of 2021, STINSON CAPITAL MANAGEMENT, LLC has $200 million assets under management and a team of 10 advisors. With over 11 years in the financial industry, the firm has a proven track record of providing successful financial solutions to its clients.
Financial Services Offered
STINSON CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients. These include investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm also specializes in creating financial strategies for business owners and high-net-worth individuals.
Client Types
STINSON CAPITAL MANAGEMENT, LLC caters to a diverse set of clients, including individuals, families, trusts, and businesses. The firm understands that each client has unique financial needs, and therefore, they tailor their services to meet those specific needs.
Fees & Compensation
STINSON CAPITAL MANAGEMENT, LLC follows a fee-only structure, which means the firm only charges a percentage of the assets under management as a fee. This ensures that the advisors’ recommendations are aligned with the client’s best interest, as they do not receive commissions for any investment products.
Background
The team at STINSON CAPITAL MANAGEMENT, LLC has a diverse background with expertise in various financial areas. The advisors have extensive knowledge of financial planning, investment management, tax planning, and risk management. With their combined experience, clients can trust that they are in good hands when it comes to their finances.
Financial Advisor Disclosures to Know
As a registered investment advisor, STINSON CAPITAL MANAGEMENT, LLC is legally required to disclose any potential conflicts of interest to its clients. The firm takes transparency and honesty seriously, and therefore, they provide all the necessary disclosures upfront so that clients can make informed decisions about their finances.