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VOLITION CAPITAL LLC is a financial firm that provides expert financial advice and services to its clients. They have a long history of successful financial management and are dedicated to helping their clients achieve their financial goals. With a team of experienced professionals, they offer a range of financial services to individuals, businesses, and institutions.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and services
- Helps clients achieve their financial goals
- Has a team of experienced professionals
- Offers services to individuals, businesses, and institutions
Facts and Insights
VOLITION CAPITAL LLC has been in business for over 10 years and has established a strong reputation for providing sound financial advice and services. As of 2021, they have over $500 million in assets under management and employ a team of 10 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2009 | 10 | $500 million |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
- Education funding
Client Types
- Individuals
- Businesses
- Institutions
Fees & Compensation
VOLITION CAPITAL LLC offers competitive and transparent fees for their services. They charge a percentage of assets under management for investment management services and charge hourly or project-based fees for other financial services. They do not receive any commissions or kickbacks for recommending specific investments to clients.
Background
VOLITION CAPITAL LLC was founded in 2009 by a team of financial experts with years of experience in the industry. They have a deep understanding of the financial market and are dedicated to helping their clients make informed and strategic financial decisions.
Financial Advisor Disclosures to Know
As a registered investment advisor, VOLITION CAPITAL LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disciplinary actions taken against them. They are also committed to acting in the best interest of their clients at all times.
In conclusion, VOLITION CAPITAL LLC is a reliable and trustworthy financial firm that provides expert advice and services to a diverse range of clients. With a team of experienced professionals, they are dedicated to helping their clients achieve their financial goals and secure their financial future.