How WEATHERFORD CAPITAL MANAGEMENT Helps Clients – Key Takeaways:
WEATHERFORD CAPITAL MANAGEMENT provides expert financial management and guidance to clients, using a personalized approach to meet each client’s unique needs and goals. Through strategic planning and innovative investment strategies, they assist clients in achieving financial stability and growth.
Facts and Insights
Founded in 1998, WEATHERFORD CAPITAL MANAGEMENT has established a solid reputation in the financial services industry for their exceptional expertise and personalized client approach. With a team of experienced financial advisors, they have successfully assisted clients from various backgrounds in achieving their financial goals.
The following table provides a snapshot of WEATHERFORD CAPITAL MANAGEMENT’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 23 years |
Financial Services Offered
WEATHERFORD CAPITAL MANAGEMENT offers a comprehensive range of financial services to cater to their clients’ diverse needs. These include investment management, retirement planning, estate planning, tax planning, and more. They also provide personalized financial planning services to help clients achieve their long-term financial goals.
Client Types
WEATHERFORD CAPITAL MANAGEMENT caters to a wide range of clients, including individuals, families, and businesses. Their client base consists of high-net-worth individuals, professionals, and retirees seeking expert financial advice and management.
Fees & Compensation
WEATHERFORD CAPITAL MANAGEMENT charges a percentage of assets under management as their management fee. This incentivizes them to help clients grow their assets, as they only benefit if their clients’ investments perform well. They are committed to providing transparent and competitive fees to their clients.
Background
WEATHERFORD CAPITAL MANAGEMENT was founded by John Weatherford, a highly experienced financial advisor with over 30 years of experience in the financial industry. John and his team of advisors have extensive knowledge and expertise in various areas, including investments, retirement planning, and more.
Financial Advisor Disclosures to Know
As a financial advisor, WEATHERFORD CAPITAL MANAGEMENT is committed to maintaining transparency and ethical practices. They have no disclosures on their record, indicating their clean disciplinary and regulatory history.