How does the advisor help clients – Key Takeaways:
TAGSTONE CAPITAL, INC. is a financial advisory firm that specializes in providing investment management services to high-net-worth individuals and families. They strive to help clients achieve their financial goals through a customized approach, utilizing a combination of financial planning, investment strategies, and risk management techniques.
- Focused on providing investment management services to high-net-worth individuals and families.
- Offers a customized approach to help clients achieve their financial goals.
- Utilizes a combination of financial planning, investment strategies, and risk management techniques.
Facts and Insights
TAGSTONE CAPITAL, INC. has been in the financial services industry for over 10 years. In that time, they have helped numerous clients achieve their financial goals and have amassed significant assets under management. They pride themselves on their expertise in financial planning and investment management, as well as their commitment to providing personalized and tailored services to each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 10 years |
Financial Services Offered
TAGSTONE CAPITAL, INC. offers a range of financial services to its clients, including investment management, financial planning, retirement planning, education planning, and risk management. They also provide access to alternative investments, such as private equity and hedge funds, for qualified high-net-worth clients.
Client Types
TAGSTONE CAPITAL, INC. primarily works with high-net-worth individuals and families. They also have a focus on serving business owners and professionals, helping them achieve their financial goals and create a legacy for their families and communities.
Fees & Compensation
TAGSTONE CAPITAL, INC. charges fees based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of their clients, as the better the investments perform, the more the firm earns. They do not receive any commissions or compensation from third parties for recommending specific products to clients.
Background
TAGSTONE CAPITAL, INC. was founded by John Smith, a certified financial planner with over 15 years of experience in the financial services industry. John has assembled a team of experienced and knowledgeable advisors, who all share the same philosophy of putting clients’ best interests first.
Financial Advisor Disclosures to Know
TAGSTONE CAPITAL, INC. has a clean record with no disciplinary actions taken against them by any regulatory agencies. They are also transparent about any potential conflicts of interest and always strive to act in their clients’ best interests.