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About TWELVE TWO CAPITAL LLC
With a mission to provide financial expertise and guidance to clients, TWELVE TWO CAPITAL LLC has become a trusted name in the industry. The firm, founded in 2008, has a team of experienced advisors who are dedicated to helping clients achieve their financial goals. TWELVE TWO CAPITAL LLC caters to a wide range of clients and offers a variety of financial services to meet their individual needs.
How does the advisor help clients – Key Takeaways:
- Provides financial expertise and guidance
- Has a team of experienced advisors
- Offers a variety of financial services
- Caters to a wide range of clients
Facts and Insights
Let’s take a closer look at TWELVE TWO CAPITAL LLC and the services they offer. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 13 years |
Note: These numbers are based on publicly available information as of [current date].
Financial Services Offered
TWELVE TWO CAPITAL LLC provides a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
The firm caters to a diverse clientele, including individuals, families, and businesses. They work with clients of all ages and income levels, offering tailored solutions to meet their unique financial needs.
Fees & Compensation
TWELVE TWO CAPITAL LLC operates on a fee-only basis, which means they do not earn commissions on the sale of financial products. This allows them to provide unbiased advice and recommendations to clients. The firm’s fees are based on a percentage of assets under management and are fully disclosed to clients.
Background
The team at TWELVE TWO CAPITAL LLC has a wealth of experience in the financial industry. Their advisors have an average of 20 years of experience and hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise, combined with a commitment to client satisfaction, sets the firm apart from others in the industry.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or regulatory disclosures. TWELVE TWO CAPITAL LLC has a clean record with no disciplinary actions or regulatory events. Transparency and integrity are key values of the firm, and clients can trust that their best interests are always the top priority.