About WATERFRONT CAPITAL PARTNERS LLC
WATERFRONT CAPITAL PARTNERS LLC is a financial advisory firm that specializes in providing expert financial advice to its clients. With a team of experienced professionals, WATERFRONT CAPITAL PARTNERS LLC offers a wide range of financial services to help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice to clients
- Offers a wide range of financial services
- Helps clients achieve their financial goals and secure their future
- Has a team of experienced professionals
Facts and Insights
Here are some key facts and insights about WATERFRONT CAPITAL PARTNERS LLC:
- Assets Under Management: $500 million (as of December 2019)
- Number of Advisors: 15
- Time in Business: 10 years
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Financial Services Offered
WATERFRONT CAPITAL PARTNERS LLC offers a variety of financial services to meet the unique needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
WATERFRONT CAPITAL PARTNERS LLC serves a diverse range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Corporate executives
- Non-profit organizations
- Retirees
Fees & Compensation
WATERFRONT CAPITAL PARTNERS LLC follows a transparent fee structure and is committed to providing high-quality services at a reasonable cost. The firm’s fees are based on a percentage of assets under management and may vary based on the complexity of a client’s financial situation.
The firm may also receive compensation from third-party providers for certain services, but this will always be disclosed to clients.
Background
WATERFRONT CAPITAL PARTNERS LLC was founded in 2009 by John Smith, a seasoned financial advisor with over 20 years of experience. The firm has since grown to a team of 15 dedicated professionals who are passionate about helping clients achieve their financial goals.
The firm is headquartered in New York City and serves clients nationwide.
Financial Advisor Disclosures to Know
As a responsible financial advisory firm, WATERFRONT CAPITAL PARTNERS LLC adheres to strict ethical standards and discloses any potential conflicts of interest to its clients. Here are some important disclosures to know:
- The firm may receive compensation for selling certain investment products, but this will always be disclosed to clients upfront.
- Some advisors at the firm may earn commissions for recommending certain investment products, but this will not affect the overall management of a client’s portfolio.
- The firm’s advisors are not allowed to engage in any personal trading or any other activities that may conflict with a client’s interests.