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How does the advisor help clients – Key Takeaways:
At UPPER BASIN CAPITAL, LLC, the advisors are dedicated to helping their clients reach their financial goals and achieve financial success. They provide personalized financial planning and investment management services to individuals, families, and businesses.
Facts and Insights
As a leading financial advisory firm, UPPER BASIN CAPITAL, LLC has amassed a wealth of knowledge and insights on the financial industry and the best practices for managing wealth. Their team of financial experts stays up-to-date on the latest market trends and economic forecasts, providing valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
UPPER BASIN CAPITAL, LLC offers a range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The advisors at UPPER BASIN CAPITAL, LLC work with a variety of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- High-net-worth individuals
Fees & Compensation
UPPER BASIN CAPITAL, LLC charges a fee based on a percentage of the assets under management. This percentage typically ranges from 1-2% and may vary depending on the complexity of the client’s financial situation. The firm operates on a fee-only basis, meaning they do not earn commissions or receive any other forms of compensation for recommending specific products or services.
Background
Founded in 2005, UPPER BASIN CAPITAL, LLC has established itself as a top-performing financial advisory firm in the industry. The firm is comprised of a team of experienced financial advisors who are committed to delivering personalized, transparent, and unbiased financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, UPPER BASIN CAPITAL, LLC is required to disclose any potential conflicts of interest. They adhere to a strict fiduciary standard, always putting the best interests of their clients first. Their advisors do not have any disclosures on their records, making them a reputable and trustworthy choice for individuals looking for a financial advisor.