How does the advisor help clients – Key Takeaways:
VOYAGER CAPITAL MANAGEMENT, LLC is a financial management firm that provides a range of services to help clients achieve their financial goals. With a team of experienced advisors and a client-centric approach, the firm offers personalized solutions to meet the unique needs of each client.
Facts and Insights
Founded in 2001, VOYAGER CAPITAL MANAGEMENT, LLC has been in operation for over 20 years. In that time, the firm has managed to build a strong reputation in the financial industry, gaining the trust of numerous clients. As of 2021, the firm has over $2 billion in assets under management and is made up of a team of 15 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in billions) |
|---|---|---|
| 2001 | 15 | $2 |
Financial Services Offered
VOYAGER CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients. These include investment management, financial planning, retirement planning, estate planning, and risk management. The firm takes a comprehensive approach to financial management, ensuring that all aspects of a client’s financial well-being are taken into account.
Client Types
The firm primarily serves high-net-worth individuals, including professionals, business owners, and retirees. However, it also works with institutions, including small businesses, non-profits, and retirement plans.
Fees & Compensation
VOYAGER CAPITAL MANAGEMENT, LLC uses a fee-only compensation structure, which means that its advisors are not paid commissions for recommending specific products or services. Instead, they are only compensated through fees paid by clients. This ensures that the firm’s advisors have their clients’ best interests at heart and are not influenced by any outside incentives.
Background
The advisors at VOYAGER CAPITAL MANAGEMENT, LLC are highly experienced and have a deep understanding of the financial markets. They use their expertise to create personalized financial plans for clients, considering their risk tolerance, goals, and time horizon. The firm also takes a collaborative approach, working closely with clients to understand their needs and provide the best solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, VOYAGER CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to its clients. This includes any affiliations with other financial institutions or products that may impact the advice given to clients. The firm prides itself on transparency and strives to maintain ethical and professional standards in all its dealings with clients.