WORTH CAPITAL, LLC is a reputable financial advice company that offers a wide range of services to their clients. With a team of highly qualified advisors, the firm helps individuals and businesses achieve their financial goals through strategic planning and investment management. The firm operates under the belief that financial success is not just about gaining wealth, but also about protecting and preserving it for future generations.
## How does the advisor help clients – Key Takeaways:
– Strategic financial planning and investment management
– Comprehensive services for individuals and businesses
– Focus on both short-term and long-term financial goals
– Emphasis on wealth preservation and protection
## Facts and Insights
Founded in 2005, WORTH CAPITAL, LLC has been in business for over 15 years. The firm has approximately $1.2 billion in assets under management and employs a team of 15 advisors. They have a proven track record of helping their clients achieve financial success through strong market performance and risk management strategies.
## Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
| :———-: | :———————: | :—————-: |
| 2005 | $1.2 billion | 15 |
## Financial Services Offered
WORTH CAPITAL, LLC provides a wide range of financial services to their clients, including:
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Education planning
– Risk management
## Client Types
The firm caters to both individual and institutional clients. Their individual clients include high net worth individuals, families, and small business owners. They also work with institutional clients such as corporations, non-profits, and pension plans.
## Fees & Compensation
WORTH CAPITAL, LLC follows a fee-based compensation model, which means their fees are based on a percentage of the client’s assets under management. This model aligns the firm’s interests with that of their clients, as their success is tied to the client’s success. The firm is transparent about their fees and discloses them upfront to their clients.
## Background
The advisors at WORTH CAPITAL, LLC are highly qualified and experienced professionals. They hold various industry certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Investment Management Analyst (CIMA). The firm also has a team of dedicated support staff who assist in providing exceptional service to their clients.
## Financial Advisor Disclosures to Know
In order to provide their clients with complete transparency, WORTH CAPITAL, LLC discloses any disciplinary actions or legal proceedings on their website. As of now, there are no disclosures to report, reflecting the firm’s commitment to ethical and professional conduct.
In conclusion, WORTH CAPITAL, LLC is a reputable financial advice firm that offers comprehensive services to help their clients achieve financial success. Their focus on strategic planning, wealth preservation, and transparent fee structure sets them apart from other financial advisors in the market. With a proven track record and experienced team, this firm is a reliable choice for individuals and businesses seeking financial guidance.