WASHBURN CAPITAL MANAGEMENT INC.
Washburn Capital Management Inc. is a well-known financial management company operating in the United States. The company has been providing expert financial services to its clients for over 20 years. With a team of highly experienced and skilled professionals, Washburn Capital Management Inc. has established itself as a reliable and trustworthy financial advisor. The company offers a wide range of financial services to meet the unique needs and goals of its clients.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Creates customized financial plans
- Offers various financial services
- Empowers clients to make informed decisions
Facts and Insights
Here are some important facts and insights about Washburn Capital Management Inc.:
- Founded in 1998
- Headquartered in New York City
- Serves clients nationwide
- Over $500 million assets under management
- A team of 10 experienced financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2018 | $450 | 8 |
| 2019 | $475 | 9 |
| 2020 | $520 | 10 |
Financial Services Offered
Washburn Capital Management Inc. offers a wide range of financial services to its clients. These include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Social security planning
- Insurance planning
Client Types
The company serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
Washburn Capital Management Inc. charges a fee based on a percentage of assets under management. This fee may vary depending on the type and complexity of the financial services provided. The company also offers hourly consulting services for specific financial needs. Washburn Capital Management Inc. does not receive any commissions or incentives from product sales, ensuring that their advice is unbiased and in the best interest of the clients.
Background
Washburn Capital Management Inc. was founded in 1998 by John Washburn, an accomplished financial advisor with over 30 years of experience in the industry. With a team of highly qualified advisors, the company has been successfully managing and growing its clients’ assets for over two decades. The company’s commitment to providing expert and unbiased financial advice has earned them a reputation as a trusted advisor in the industry.
Financial Advisor Disclosures to Know
Washburn Capital Management Inc. adheres to the highest ethical standards in the financial industry. The company discloses all potential conflicts of interest to its clients and operates with transparency and integrity. The company is also registered with the Securities and Exchange Commission (SEC) and follows all regulatory guidelines.