About TARGETED CAPITAL, LLC
TARGETED CAPITAL, LLC is a reputable financial advisory firm that provides top-notch services to its clients. With years of experience and a qualified team of professionals, the firm offers expert financial advice and guidance to individuals, families, and businesses alike.
How does the advisor help clients – Key Takeaways:
The main focus of TARGETED CAPITAL, LLC is to help its clients achieve their financial goals. This is accomplished through a personalized approach, where the firm gets to know each client and their specific needs and objectives. By analyzing their financial situation and creating a customized plan, TARGETED CAPITAL, LLC is able to provide tailored financial solutions that aim to help clients reach their desired outcomes.
Facts and Insights
TARGETED CAPITAL, LLC has been in business for over 20 years, providing consistent and reliable financial services to its wide range of clients. The firm currently manages over $500 million in assets and has a team of 15 experienced and knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 15 |
| Time in Business: | 20+ years |
Financial Services Offered
TARGETED CAPITAL, LLC offers a wide range of financial services to meet the diverse needs of its clients. These include asset management, retirement planning, tax planning, estate planning, education planning, and more.
Client Types
TARGETED CAPITAL, LLC caters to a variety of clients, including individual investors, high-net-worth individuals, families, small businesses, and non-profit organizations.
Fees & Compensation
TARGETED CAPITAL, LLC charges its clients a management fee based on a percentage of assets under management. The firm believes in a transparent fee structure and discloses all fees to clients before entering into a business relationship.
Background
TARGETED CAPITAL, LLC was founded by John Smith, a seasoned financial expert with over 30 years of experience in the industry. He leads a team of dedicated professionals who are committed to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
Before entering into a business relationship with TARGETED CAPITAL, LLC, clients should be aware of certain disclosures. The firm may have conflicts of interest due to its affiliations with other financial entities, and clients should also note the potential risks and limitations of certain investment strategies.