How does the advisor help clients – Key Takeaways:
As a leading financial management firm, Vickery Creek Capital Management is dedicated to providing expert guidance and advice to their clients. From personalized investment strategies to comprehensive financial planning services, they are committed to helping individuals and businesses achieve their financial goals. Here are the key takeaways on how they assist their clients:
- Developing customized investment plans based on each client’s unique needs and risk tolerance.
- Offering a wide range of financial services to cater to different financial needs.
- Providing ongoing support and guidance throughout the client’s financial journey.
- Prioritizing transparency and open communication with clients.
Facts and Insights
Founded in 2009, Vickery Creek Capital Management has been serving clients for over a decade. Their team of experienced advisors has a collective experience of over 50 years in the financial industry. They have built a reputation for providing sound financial advice and delivering strong investment returns over the years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $250 million |
|---|---|
| Number of Advisors | 4 |
| Time in Business | 11 years |
Financial Services Offered
Vickery Creek Capital Management offers a comprehensive range of financial services to help clients achieve their financial goals. Their services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
- Charitable Giving
Client Types
Vickery Creek Capital Management serves a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- Trusts
- Foundations
Fees & Compensation
Vickery Creek Capital Management operates on a fee-only basis, meaning they do not receive any commissions or compensation from third parties for their services. Their fees are based on a percentage of the client’s assets under management, ensuring their interests are aligned with their clients’ success.
Background
Vickery Creek Capital Management was founded by John Sullivan, CFP® and Larry Raffone, CFP®, two highly experienced and knowledgeable financial advisors with a passion for helping clients achieve financial success. Their team has since grown to include two additional advisors and a dedicated support staff. They are committed to staying up-to-date with industry trends and changes to provide their clients with the most effective financial strategies.
Financial Advisor Disclosures to Know
Vickery Creek Capital Management is a registered investment advisory firm with the Securities and Exchange Commission (SEC). As such, they are legally required to disclose any potential conflicts of interest or past disciplinary actions. Their firm has a clean record with no disciplinary actions or conflicts of interest reported.
Conclusion
Vickery Creek Capital Management is dedicated to providing expert financial guidance and personalized solutions to help clients achieve their financial goals. With years of experience and a commitment to transparency and open communication, they are a trusted partner for individuals and businesses looking to secure their financial future.