How does the advisor help clients – Key Takeaways:
Whelan Capital Management is a financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they offer a range of financial services to cater to the unique needs of each client. By providing personalized and strategic advice, they guide their clients towards making sound financial decisions.
Facts and Insights
Whelan Capital Management has been in business for over 20 years, with a team of 10 advisors and over $500 million in assets under management. This impressive track record is a testament to their expertise and ability to help clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Whelan Capital Management offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and education planning. By taking a holistic approach, they help clients create a comprehensive financial plan that aligns with their short- and long-term goals.
Client Types
Whelan Capital Management serves a diverse range of clients, including individuals, families, and small businesses. Their team of advisors has experience working with clients from various industries and backgrounds, allowing them to tailor their services to meet the unique needs of each client.
Fees & Compensation
Whelan Capital Management charges a fee based on a percentage of assets under management. This fee structure aligns their interests with those of their clients, as they only make money when their clients’ investments grow. This also means that their team is motivated to continuously monitor and improve their clients’ portfolios.
Background
Whelan Capital Management was founded by John Whelan with the goal of helping individuals and families achieve financial stability and success. With over 30 years of experience in the financial industry, John has built a team of advisors who are committed to providing expert advice and guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Whelan Capital Management follows strict regulations and disclosures to protect their clients’ interests. They are required to disclose any potential conflicts of interest and to act in their clients’ best interests at all times. This commitment to transparency and ethical practices sets them apart in the financial industry.