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How does the advisor help clients – Key Takeaways:
Wilson Capital, LLC is a premier financial advisory firm that provides expert guidance and personalized solutions to its clients. Their team of experienced professionals have a wealth of knowledge in the financial industry and are dedicated to helping their clients achieve their financial goals.
Facts and Insights:
As of 2021, Wilson Capital, LLC has over $500 million in assets under management and is supported by a team of 15 highly qualified advisors. The firm has been in business for over 10 years, providing reliable and trustworthy financial services to their clients. Their long-standing history in the industry has allowed them to develop a deep understanding of the market and how it impacts their clients’ investments.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500+ | 15 |
Financial Services Offered:
Wilson Capital, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of these services include investment management, retirement planning, tax planning, estate planning, and insurance planning. They work closely with their clients to create tailored financial plans that align with their specific goals and objectives.
Client Types:
Wilson Capital, LLC caters to a diverse group of clients, including individuals, families, and businesses. Their team has experience working with clients at various life stages, from young professionals just starting their careers to retirees looking to preserve their wealth. They also have a strong presence in the business community, assisting small and mid-sized companies with their financial planning needs.
Fees & Compensation:
The advisors at Wilson Capital, LLC are fee-only, meaning they do not earn commissions from the sale of financial products. This eliminates any potential conflicts of interest and ensures that their recommendations are always in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, providing a transparent and fair compensation structure.
Background:
Wilson Capital, LLC was founded in 2010 by John Wilson, a certified financial planner with over 20 years of experience in the industry. Since its inception, the firm has been committed to providing exceptional financial advice and building lasting relationships with their clients. The team at Wilson Capital, LLC is continually staying up-to-date with industry changes and utilizing the latest technologies to improve their services.
Financial Advisor Disclosures to Know:
Wilson Capital, LLC follows strict ethical guidelines and is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, they are legally obligated to act in their clients’ best interests at all times. The firm also has a clean record with no disciplinary actions taken against them by regulatory authorities.