WUNDERLICH CAPITAL MANAGEMENT
Wunderlich Capital Management is a trusted financial advisory firm that aims to provide clients with expert guidance to help them achieve their financial goals. With a team of experienced financial advisors, Wunderlich Capital Management offers personalized solutions and a range of services to meet the unique needs of each client.
How does the advisor help clients – Key Takeaways:
Wunderlich Capital Management takes a comprehensive approach to financial planning, taking into account the client’s current financial situation, future goals, and risk tolerance. The advisor helps clients by:
- Developing personalized financial plans
- Providing investment management services
- Offering retirement planning and income strategies
- Providing estate planning services
- Offering tax planning services
- Providing risk management and insurance planning
Facts and Insights:
Wunderlich Capital Management is dedicated to providing clients with up-to-date market insights and educational resources to help them make informed financial decisions. The firm also stays informed on current industry trends and developments to better serve clients’ needs. Here are some key facts about Wunderlich Capital Management:
- Founded in 1993, the firm has over 25 years of experience in the financial industry.
- Overseeing around $7.2 billion in assets under management (AUM)
- Employing approximately 100 financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $7.2 billion | Approximately 100 | Over 25 years |
Financial Services Offered:
Wunderlich Capital Management offers a diverse range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management and insurance planning
Client Types:
Wunderlich Capital Management serves a wide range of clients, including individuals, families, corporate executives, small business owners, and non-profit organizations. The firm is committed to understanding and meeting the unique financial needs of each client.
Fees & Compensation:
Wunderlich Capital Management believes in transparency and strives to ensure that clients understand the fees they are paying for services. The firm’s fees and compensation structure may vary depending on the client’s specific needs and the services provided. Typically, fees are based on a percentage of assets under management.
Background:
Wunderlich Capital Management was founded in 1993 by Gary Wunderlich and Mark Hancock, two experienced financial advisors who shared a vision of providing expert financial guidance to individuals and businesses. The firm has since expanded its team and services to become a trusted name in the industry.
Financial Advisor Disclosures to Know:
It is essential for clients to understand any potential conflicts of interest or regulatory disclosures about their financial advisor. Here are some important disclosures related to Wunderlich Capital Management:
- Wunderlich Capital Management is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm also operates as a broker-dealer, meaning they can buy and sell securities for clients.
- Wunderlich Capital Management may earn additional compensation from the sale of securities or other products.
- The firm’s advisors are subject to regulatory and compliance policies to ensure ethical and professional conduct.
As a leading financial advisory firm, Wunderlich Capital Management is committed to providing clients with expert guidance and personalized solutions to help them achieve their financial goals. With a comprehensive approach to financial planning and a team of experienced advisors, clients can trust in Wunderlich Capital Management to help them make sound financial decisions for their future.