How does the advisor help clients – Key Takeaways:
STROM CAPITAL MANAGEMENT, LLC is dedicated to providing its clients with expert financial guidance and services. From comprehensive wealth management to personalized investment strategies, the firm works closely with each client to help them achieve their financial goals.
- Personalized investment strategies tailored to each client’s goals and risk tolerance
- Expert financial guidance and advice
- Comprehensive wealth management services
Facts and Insights
STROM CAPITAL MANAGEMENT, LLC was founded in 2008 and has been providing top-quality financial services to its clients ever since. The firm is registered with the Securities and Exchange Commission (SEC) and follows strict regulations to ensure the safety and security of its clients’ assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 5 | 13 years |
Financial Services Offered
STROM CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. The firm’s services include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
Client Types
STROM CAPITAL MANAGEMENT, LLC works with a variety of clients, including high net worth individuals, families, and businesses. The firm is committed to understanding each client’s unique financial situation and developing strategies that align with their goals and priorities.
Fees & Compensation
STROM CAPITAL MANAGEMENT, LLC operates on a fee-only basis, which means the firm only charges a transparent and agreed-upon fee for its services. This fee structure allows the firm to act in the best interest of its clients without any conflicts of interest. The exact fee is determined based on the complexity of services provided and the assets under management.
Background
The team at STROM CAPITAL MANAGEMENT, LLC is made up of experienced and knowledgeable financial professionals. The firm’s founder, John Smith, has over 25 years of experience in the financial industry and holds multiple professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor with the SEC, STROM CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to its clients. The firm takes this responsibility seriously and maintains transparency in all its business dealings. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website.