How does the advisor help clients – Key Takeaways:
Windermere Capital LLC is a reputable and experienced financial advisory firm that offers a variety of services to help clients achieve their financial goals. The firm utilizes its expertise, research, and resources to provide personalized and customized advice to clients, helping them make informed decisions about their finances.
Facts and Insights
Windermere Capital LLC has been in business for over 20 years and has established a solid reputation in the industry. As of their latest regulatory filing, the firm manages over $500 million in assets across their client base. With a team of highly experienced and knowledgeable advisors, Windermere Capital LLC is committed to providing top-notch financial services and advice to clients.
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
Windermere Capital LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include wealth management, retirement planning, investment management, tax planning, risk management, and more. The firm takes a holistic approach to financial planning and works closely with each client to create a customized plan that aligns with their goals and objectives.
Client Types
Windermere Capital LLC caters to a diverse client base, including individuals, families, high net worth individuals, business owners, and more. The firm understands that each client has unique financial needs and goals, and they strive to provide tailored solutions to help them achieve success.
Fees & Compensation
Windermere Capital LLC follows a fee-based compensation model, which means that they charge a percentage of the assets they manage for their clients. This approach aligns the firm’s interests with that of their clients, as the more their clients’ assets grow, the more the firm earns. This structure ensures that the firm is motivated to work towards the best interests of their clients at all times.
Background
Windermere Capital LLC was founded in 1998 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. The firm has grown significantly over the years, adding more advisors to their team and expanding their services to meet the evolving needs of their clients. The firm’s success is a testament to their commitment to providing quality financial advice and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s important to understand any potential conflicts of interest or disclosures they may have. Windermere Capital LLC is a registered investment advisor, meaning they have a fiduciary duty to act in the best interests of their clients. They do not have any disclosures or legal actions against them, indicating a clean and trustworthy record.