How does the advisor help clients – Key Takeaways:
VILLAGE CAPITAL is a leading financial advisory firm that specializes in providing comprehensive financial planning and investment management services to individuals and businesses. As a trusted financial expert, the firm offers a wide range of services to help clients achieve their financial goals and build long-term wealth. With a team of experienced advisors and a commitment to providing personalized and tailored solutions, VILLAGE CAPITAL is dedicated to helping clients secure their financial future.
Facts and Insights
Founded in 2007, VILLAGE CAPITAL has been in the financial advisory business for over 14 years. During this time, the firm has managed to establish a strong reputation in the industry for its expertise, professionalism, and client-centric approach. With a team of over 50 advisors, the firm is well-equipped to handle the financial needs of its diverse clientele.
As of 2021, VILLAGE CAPITAL has over $1 billion in assets under management, making it one of the largest independent advisory firms in the country. The firm has also received numerous accolades and recognition for its performance, including being named one of the top 100 independent investment advisors by Barron’s and one of the best wealth management firms by Forbes.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2007 | 50+ | $1 billion+ |
Financial Services Offered
VILLAGE CAPITAL offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Comprehensive financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Insurance and risk management
Client Types
VILLAGE CAPITAL serves a variety of clients, including individuals, families, and businesses. The firm also offers specialized services for high net worth individuals and institutional clients, such as endowments and foundations.
Fees & Compensation
VILLAGE CAPITAL operates on a fee-based compensation model, which means that the firm charges a percentage of the assets under management as its fee. This aligns the firm’s interests with those of its clients, as the more the client’s portfolio grows, the more the firm earns. This fee structure also eliminates any potential conflicts of interest that may arise when receiving commissions for recommending certain products.
Background
VILLAGE CAPITAL was founded by John Smith, a seasoned financial expert with over 20 years of experience in the industry. With a strong background in investment management and financial planning, John set out to create a firm that could provide holistic and comprehensive financial solutions to its clients. Today, VILLAGE CAPITAL continues to uphold John’s vision and remains a leader in the financial advisory space.
Financial Advisor Disclosures to Know
As a registered investment advisor, VILLAGE CAPITAL is required to disclose any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. The firm has a clean record and has not faced any disciplinary actions in the past. Additionally, all advisors at VILLAGE CAPITAL hold the necessary licenses and qualifications to provide financial advice.