ARBOR CAPITAL MANAGEMENT CORP is a leading financial management firm that provides innovative and personalized solutions to its clients. With years of experience in the financial industry, this company has become a trusted partner for individuals and businesses seeking expert guidance in managing their assets.
How does the advisor help clients – Key Takeaways:
Arbor Capital Management Corp is committed to helping clients make informed financial decisions that align with their unique goals and objectives. They achieve this through comprehensive financial planning, investment management, and risk management strategies that are tailored to each client’s financial needs and preferences.
Facts and Insights
The following table provides an overview of Arbor Capital Management Corp’s assets under management, number of advisors, and time in business based on publicly available data:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
Clients can benefit from a wide range of financial services offered by Arbor Capital Management Corp, including but not limited to:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Risk management
Client Types
The company serves a diverse set of clients, including individuals, families, high net worth individuals, and businesses. Their customized approach to financial management allows them to cater to the specific needs and situations of each client.
Fees & Compensation
Arbor Capital Management Corp is a fee-only advisor, which means they do not receive commissions or sell any financial products for their own gain. Instead, they charge a fee based on the total assets under management, which incentivizes them to grow clients’ portfolios.
Background
Arbor Capital Management Corp was founded in 2010 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. The company’s mission is to provide quality financial guidance and build long-term relationships with clients based on trust, transparency, and integrity.
Financial Advisor Disclosures to Know
As a registered investment advisor, Arbor Capital Management Corp is required to disclose any potential conflicts of interest to their clients. They are committed to acting with the highest levels of fiduciary duty and always put their clients’ interests first.
Overall, Arbor Capital Management Corp is a reputable and well-established financial management firm that offers a wide range of services to help clients achieve financial success. Their personalized approach and commitment to transparency make them a top choice for those seeking expert financial guidance.