Facts and Insights
As a financial advisory firm, TIANYAN CAPITAL LIMITED is dedicated to providing top-notch services to its clients. With a team of experts who possess in-depth knowledge and years of experience in the financial industry, clients can trust that their assets and investments are in good hands.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and investment management services.
- Offers personalized solutions based on each client’s unique financial situation and goals.
- Utilizes advanced technology and research to make informed decisions for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
- Investment management and portfolio construction.
- Estate planning and wealth transfer strategies.
- Tax planning and preparation.
- Retirement planning and income distribution strategies.
Client Types
- High net worth individuals.
- Business owners and executives.
- Retirees.
- Individuals and families seeking comprehensive financial planning services.
Fees & Compensation
TIANYAN CAPITAL LIMITED operates on a fee-only model, meaning they do not receive any compensation from third-party products or services. This ensures that their clients’ best interests are always the top priority. Fees for services are based on a percentage of assets under management, with a minimum annual fee of $5,000.
Background
Founded in 2011, TIANYAN CAPITAL LIMITED has been providing financial advisory services for over 10 years. The firm has a team of highly qualified advisors who hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
TIANYAN CAPITAL LIMITED adheres to all regulatory standards and has a clean record with no disciplinary actions taken against it. The firm believes in transparency and will disclose any potential conflicts of interest with clients before entering into a working relationship.