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How does the advisor help clients – Key Takeaways:
Straus Capital, LLC is a leading financial advisory firm that provides a wide range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, Straus Capital, LLC is dedicated to providing personalized and comprehensive financial solutions to its clients.
Facts and Insights
Here are some key facts and insights about Straus Capital, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
Straus Capital, LLC offers a wide range of financial services to help clients manage and grow their wealth. Some of the services offered include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education funding
Client Types
Straus Capital, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Retirees
- Non-profit organizations
Fees & Compensation
Straus Capital, LLC is a fee-only firm, which means that they do not earn commissions or sell products, ensuring that their recommendations are always in the best interest of their clients. Their fees are based on a percentage of assets under management, making their compensation directly tied to the success of their clients’ investments.
Background
Straus Capital, LLC was founded in 2006 by John Straus, a highly experienced and respected financial advisor. With over 20 years of experience in the financial industry, John’s mission is to provide his clients with expert guidance and personalized solutions to help them achieve their financial objectives.
Financial Advisor Disclosures to Know
As a registered investment advisor, Straus Capital, LLC is legally required to disclose any potential conflicts of interest that may arise when providing financial advice. Some important disclosures to be aware of include:
- Straus Capital, LLC is not liable for losses suffered by clients due to market fluctuations.
- Straus Capital, LLC may receive compensation from third-party providers for certain investment products.
- Straus Capital, LLC may have a financial interest in certain investments recommended to clients.