How does the advisor help clients – Key Takeaways:
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC is a highly respected financial management firm that is focused on providing expert advisory services to its clients. They offer personalized solutions to their clients, using their in-depth knowledge of the financial market and extensive experience in managing investments. Their aim is to help clients grow and preserve their wealth, while also mitigating risks and achieving their financial goals.
Facts and Insights
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC was founded in 2005 and is based in New York City. The firm has grown significantly since its inception, and currently manages over $2 billion in assets for a variety of clients. They have a team of highly skilled and experienced financial advisors who are dedicated to providing top-notch services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10+ | 16 years |
Financial Services Offered
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC offers a range of financial services to its clients including investment management, financial planning, retirement planning, risk management, and estate planning. They have a team of experts who work closely with clients to develop personalized strategies that align with their unique financial goals and objectives.
Client Types
The firm caters to a diverse client base including high net worth individuals, families, small businesses, and institutional investors. Their services are tailored to meet the specific needs and objectives of each client, regardless of their financial situation.
Fees & Compensation
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC charges fees based on a percentage of assets managed, rather than on a commission basis. This fee structure ensures that the firm’s interests are aligned with those of its clients, and they are dedicated to helping clients grow their assets and achieve their financial goals.
Background
The founders of TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC have backgrounds in investments, financial advisory, and wealth management. They bring years of experience and expertise to the firm, and their strong principles and values guide the services provided to clients.
Financial Advisor Disclosures to Know
All members of the financial advisory team at TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC act as fiduciaries to their clients, which means they are legally obligated to act in their clients’ best interests. They also adhere to strict ethical and professional standards, ensuring that clients receive transparent and unbiased advice at all times.