How does the advisor help clients – Key Takeaways:
Located in New York City, SWENSON HE CAPITAL MANAGEMENT, LLC is a financial advisory firm that provides expert advice and services to individuals, families, and institutions. With a team of experienced advisors, the firm aims to assist clients in building and growing their wealth through strategic financial planning.
Facts and Insights
Here are some key facts and insights that showcase SWENSON HE CAPITAL MANAGEMENT, LLC’s capabilities:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
SWENSON HE CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
- Cash flow and net worth analysis
Client Types
The firm caters to a variety of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Trusts and estates
- Retirement plans
- Institutions
Fees & Compensation
SWENSON HE CAPITAL MANAGEMENT, LLC operates on a fee-based compensation structure, which means that clients pay a percentage of their assets under management as the firm’s fee. This ensures that the firm’s interests are aligned with those of its clients, as they only make money when their clients’ assets grow.
Background
The firm was founded in 2006 by John Swenson and David He, who both have vast experience in the financial industry. Over the years, SWENSON HE CAPITAL MANAGEMENT, LLC has established a strong reputation for its financial expertise, exceptional client service, and personalized approach to wealth management.
Financial Advisor Disclosures to Know
As a registered investment advisor, SWENSON HE CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to its clients. This includes any compensation received from third-party institutions for recommending their products or services. The firm is committed to transparent and ethical practices, ensuring that its clients’ best interests always come first.