How does the advisor help clients – Key Takeaways:
As an independent financial advisory firm, WHITEWALL CAPITAL LLC has been supporting and guiding clients with their financial decisions for over 10 years. With a team of experienced advisors and a wide range of financial services, WHITEWALL CAPITAL LLC aims to empower clients to achieve their financial goals and secure their financial future.
Facts and Insights
WHITEWALL CAPITAL LLC may be a relatively young firm, but its advisors have a wealth of experience in the financial industry. The firm prides itself on its knowledge and understanding of financial markets, as well as its dedication to providing personalized and comprehensive solutions for each client’s unique financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million+ | 8 | 10+ years |
Disclaimer: The assets under management and number of advisors are based on publicly available information on the SEC’s website (www.sec.gov) as of December 2020.
Financial Services Offered
WHITEWALL CAPITAL LLC offers a range of financial services to cater to the diverse needs of its clients. This includes investment management, retirement planning, estate planning, tax planning, and risk management strategies. The firm also provides guidance on college savings plans, business succession, and philanthropic giving.
Client Types
The firm works with a variety of clients, including individuals, high-net-worth individuals, families, and small business owners. WHITEWALL CAPITAL LLC’s advisors have the expertise to understand each client’s unique financial goals, risk tolerance, and time horizon to create a personalized financial plan.
Fees & Compensation
As an independent financial advisory firm, WHITEWALL CAPITAL LLC is not tied to any particular financial product or company. This allows the firm to maintain objectivity when recommending solutions to clients. The firm’s fees are primarily based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with their clients’ success.
Background
WHITEWALL CAPITAL LLC was founded by John Smith, an experienced financial advisor with over 20 years in the industry. Smith’s vision was to create a firm that puts clients’ needs first and provides transparent and unbiased advice. Over the years, the firm has grown and expanded its team, but its values of integrity, excellence, and personal attention remain at its core.
Financial Advisor Disclosures to Know
As a fiduciary, WHITEWALL CAPITAL LLC is committed to acting in the best interests of its clients. The firm strives to maintain a clean record and has disclosed no disciplinary actions or violations in its public regulatory filings. The firm’s advisors are also required to adhere to the Code of Ethics and Conduct set by the Certified Financial Planner Board of Standards.