About UNTAPPED CAPITAL, LLC
UNTAPPED CAPITAL, LLC is a financial company that specializes in providing expert financial advice and management services to clients. With years of experience in the industry, their team of professionals offers personalized solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and management services
- Offers expertise in various areas of finance
- Works closely with clients to understand their financial goals and needs
- Creates tailored financial plans to help clients achieve their goals
- Offers ongoing support and guidance for clients’ financial journey
Facts and Insights
The following tables provide publicly available information on UNTAPPED CAPITAL, LLC’s Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
UNTAPPED CAPITAL, LLC offers a wide range of services to help clients with their financial needs. Some of their services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
UNTAPPED CAPITAL, LLC works with a diverse client base, including:
- Individuals
- Businesses
- Families
- Non-profit organizations
Fees & Compensation
UNTAPPED CAPITAL, LLC charges fees based on a percentage of the assets under management. The specific fee structure varies depending on the services and size of the client’s portfolio. Clients may also be charged hourly fees for certain services, such as financial planning. The company does not receive commissions or other forms of compensation from third parties.
Background
UNTAPPED CAPITAL, LLC was founded 10 years ago by a team of experienced financial professionals. Their team has a diverse background in finance, investments, and wealth management. They are committed to providing high-quality and personalized services to help clients reach their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. UNTAPPED CAPITAL, LLC discloses any potential conflicts and puts clients’ best interests first. The company is also registered with regulatory bodies and follows all industry regulations and standards.