How does the advisor help clients – Key Takeaways:
Vailshire Capital Management, LLC is a highly reputable financial advisory firm that provides expert advice and guidance to individuals and businesses looking to achieve financial success. With their team of experienced and knowledgeable advisors, Vailshire Capital Management offers a wide range of financial services and caters to various types of clients.
Here are some key takeaways that highlight how this firm helps their clients:
- Expertise in managing assets and providing investment strategies for growth and security
- Customized financial plans tailored to each client’s specific goals and needs
- Constant monitoring and review of investments to ensure their alignment with client objectives
- Dedicated and personalized service to build long-term relationships with clients
- Commitment to transparent and ethical practices
Facts and Insights
Vailshire Capital Management was founded in 2014 by renowned financial expert, Dr. Jeffry M. Gerber. With over 20 years of experience in the finance industry, Dr. Gerber has grown the firm into a leading advisor in the market.
Assets Under Management, Number of Advisors and Time in Business:
As of December 2020, Vailshire Capital Management has approximately $200 million in assets under management. The firm employs a team of 5 highly qualified advisors who collectively have over 50 years of experience in the finance industry.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2014 | $200 million | 5 |
Financial Services Offered
Vailshire Capital Management provides a comprehensive range of financial services to help their clients reach their financial goals. These include:
- Investment management
- Financial planning and analysis
- Estate planning
- Tax planning and optimization
- Retirement planning
- Insurance planning
Client Types
Vailshire Capital Management caters to a diverse range of clients including:
- Individuals
- High net worth individuals
- Small businesses
- Corporate clients
- Pension funds
Fees & Compensation
Investment Management Fees:
Vailshire Capital Management charges an annual investment management fee based on a percentage of the client’s assets under management. The fee structure varies depending on the size and complexity of the client’s portfolio, but typically ranges from 1% to 2% annually.
Financial Planning Fees:
The firm also offers financial planning services for an additional fee. This fee is based on the complexity and scope of the client’s plan and typically ranges from $1,500 to $5,000.
Background
Vailshire Capital Management has a solid track record of helping clients achieve their financial goals. The firm has received numerous accolades, including being listed as one of the Top 10 Financial Advisors in Colorado by AdvisoryHQ in 2020.
Aside from providing exceptional financial services, Vailshire Capital Management is also dedicated to giving back to the community. The firm actively supports various charitable organizations to make a positive impact in the world.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), Vailshire Capital Management is required to disclose certain information to their clients and potential clients. Some important disclosures to know include:
- The firm does not have any disciplinary history
- Vailshire Capital Management acts as a fiduciary, meaning they are legally obligated to act in the best interest