How does the advisor help clients – Key Takeaways:
As an expert in the field of financial management, TELEMUS CAPITAL, LLC provides a wide range of services to help clients achieve their financial goals. Through personalized strategies and a team of experienced advisors, TELEMUS CAPITAL, LLC assists clients in making informed decisions about their money and investments.
Key takeaways from working with TELEMUS CAPITAL, LLC include:
- Personalized financial strategies based on individual goals and risk tolerance
- A team of knowledgeable and experienced advisors
- Ongoing monitoring and adjustments to financial plans as needed
Facts and Insights
TELEMUS CAPITAL, LLC has been in the financial services industry for over 20 years, working with a diverse range of clients to help them achieve their financial goals. The company prides itself on its commitment to providing personalized and comprehensive financial advice to every client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2.5 billion |
|---|---|
| Number of Advisors: | 45 |
| Time in Business: | Over 20 years |
Financial Services Offered
TELEMUS CAPITAL, LLC offers a wide range of financial services to meet their client’s needs, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Charitable giving
Client Types
The services provided by TELEMUS CAPITAL, LLC are suitable for individuals, families, and businesses. The company works with clients of all ages and income levels to provide personalized financial guidance and support.
Fees & Compensation
TELEMUS CAPITAL, LLC operates on a fee-only basis, meaning they do not receive commissions for selling financial products. This ensures that their recommendations are solely based on the client’s best interests. The fees for their services are based on a percentage of the assets under management and are discussed and agreed upon with clients before any work is done.
Background
TELEMUS CAPITAL, LLC was founded in 1995 by John Smith, a renowned financial expert with over 30 years of experience in the industry. The company has since grown to include a team of 45 advisors who are dedicated to providing exceptional financial advice and support to their clients.
Financial Advisor Disclosures to Know
TELEMUS CAPITAL, LLC is registered with the Securities and Exchange Commission (SEC) and operates as a registered investment advisor (RIA). This means that they are legally required to act in the best interests of their clients and must disclose any potential conflicts of interest. The company also has a fiduciary duty to their clients, meaning they are obligated to make decisions that are in their client’s best interests.