Facts and Insights
TASSEL CAPITAL MANAGEMENT, INC. is a leading financial firm that specializes in providing expert financial advice and management services for their clients. Founded in 2005, the firm has a long-standing reputation for excellence and has helped countless clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 15 | 15 years |
With over a decade of experience, TASSEL CAPITAL MANAGEMENT, INC. has built a strong team of 15 highly qualified advisors who are dedicated to providing personalized solutions for each and every client. The firm currently manages an impressive $1.2 billion in assets under management.
Financial Services Offered
TASSEL CAPITAL MANAGEMENT, INC. offers a wide range of financial services to their clients, including wealth management, investment planning, retirement planning, tax planning, and estate planning. Their team of experts works closely with each client to understand their unique financial needs and develop tailored strategies that will help them achieve their goals.
Client Types
TASSEL CAPITAL MANAGEMENT, INC. serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They understand that each client has different financial goals and they strive to provide customized solutions that fit their specific needs and objectives.
Fees & Compensation
At TASSEL CAPITAL MANAGEMENT, INC., transparency is a top priority. The firm operates on a fee-only basis, meaning that they do not receive any commissions or incentives from third-party companies. This ensures that their clients receive unbiased and objective advice that is solely focused on their best interests.
Background
TASSEL CAPITAL MANAGEMENT, INC. was founded by John Tassel, a highly experienced and knowledgeable financial advisor with over 25 years of experience in the industry. He has built a team of experts who share his dedication to providing top-notch financial advice and services to their clients.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest that may arise between an advisor and their client. At TASSEL CAPITAL MANAGEMENT, INC., all advisors are held to a fiduciary standard, meaning that they are legally obligated to always act in their clients’ best interests.