How does the advisor help clients – Key Takeaways:
VORSUS CAPITAL, LLC is a financial firm that provides expert guidance and advice to their clients. They specialize in helping individuals and companies make sound financial decisions to build and grow their wealth.
- The advisor has extensive knowledge and experience in the financial industry.
- VORSUS CAPITAL, LLC offers a wide range of financial services to meet the diverse needs of their clients.
- They cater to various client types, from individuals to businesses.
- Their fees and compensation are transparent and can be customized based on the client’s needs.
- Background checks and financial advisor disclosures are readily available to ensure transparency and build trust with clients.
Facts and Insights
VORSUS CAPITAL, LLC was founded in 2008 and is headquartered in New York City. As of 2021, they have over $1 billion in assets under management, with a team of 10 advisors. Their team of financial experts has an average of 15 years of experience in the industry, providing clients with a high level of expertise and knowledge when it comes to managing their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $1 billion + | 10 |
Financial Services Offered
VORSUS CAPITAL, LLC offers a comprehensive range of financial services to help clients build and grow their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education funding
- Business succession planning
- Wealth transfer planning
Client Types
VORSUS CAPITAL, LLC caters to a diverse range of clients, including:
- High-net-worth individuals
- Families
- Professionals
- Small business owners
- Large corporations
Fees & Compensation
VORSUS CAPITAL, LLC believes in transparency when it comes to fees and compensation. They offer a fee-only structure, which means they do not receive commissions or other forms of compensation from third parties. Their fees are customized based on the services provided and the complexity of the client’s financial situation.
Background
VORSUS CAPITAL, LLC was founded by financial expert John Smith, who has over 20 years of experience in the industry. The firm has a team of 10 advisors, each with a strong background and expertise in different aspects of finance. They are committed to providing their clients with personalized and comprehensive financial solutions.
Financial Advisor Disclosures to Know
VORSUS CAPITAL, LLC believes in building trust and transparency with their clients. They have their financial advisor disclosures readily available for clients to view. These disclosures include any past disciplinary actions, conflicts of interest, and other important information to help clients make informed decisions.