How does the advisor help clients – Key Takeaways:
WHITCRAFT CAPITAL MANAGEMENT strives to provide expert financial advice and services to their clients. With a team of dedicated advisors and a wealth of experience, they help clients reach their financial goals and secure their future.
Facts and Insights
Founded in 2005, WHITCRAFT CAPITAL MANAGEMENT has been in business for over 15 years, serving clients in the financial industry. They offer a wide range of financial services and have a diverse clientele.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
WHITCRAFT CAPITAL MANAGEMENT offers a wide range of financial services to cater to their diverse clientele. These services include investment management, retirement planning, tax planning, estate planning, and more. They also provide personalized financial planning and advice to help clients meet their specific financial goals.
Client Types
WHITCRAFT CAPITAL MANAGEMENT caters to a variety of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and tailor their services to meet those needs. They also work with clients from various industries, including healthcare, technology, and finance.
Fees & Compensation
WHITCRAFT CAPITAL MANAGEMENT believes in full transparency when it comes to fees and compensation. They charge a fee based on a percentage of assets under management, and clients can expect to pay an average of 1% of their total assets annually. They do not receive any commissions or compensation from third parties, ensuring that their clients’ best interests are always the top priority.
Background
The team at WHITCRAFT CAPITAL MANAGEMENT consists of experienced financial professionals with a diverse set of skills and knowledge. They have a thorough understanding of the financial industry and keep up-to-date with the latest market trends and strategies. This allows them to provide the best possible advice to their clients when it comes to managing their finances.
Financial Advisor Disclosures to Know
As a registered investment advisor, WHITCRAFT CAPITAL MANAGEMENT is committed to maintaining high ethical standards and providing full disclosure to their clients. They abide by all regulatory requirements and have a clean compliance record. They also have a fiduciary duty to act in their clients’ best interests, providing unbiased and objective financial advice.