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How does the advisor help clients – Key Takeaways:
Capital Resource Management, Inc. (CRM) is a trusted financial advisory firm that provides expert guidance and management to clients looking to enhance their financial portfolio.
Whether you are just starting to build your wealth or already have a sizable portfolio, CRM offers personalized solutions and unbiased advice to help you reach your financial goals.
With their extensive experience and in-depth expertise, the advisors at CRM can help you make informed decisions, optimize your investments, and build a secure financial future.
Facts and Insights
Founded in 2005, CRM has been a leading financial management firm for over 15 years. With a team of highly qualified and experienced advisors, CRM has helped numerous clients achieve financial success and stability.
According to data from the Securities and Exchange Commission (SEC), CRM manages assets worth over $500 million for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | Over 15 years |
*Data sourced from SEC.
Financial Services Offered
CRM offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education funding
- Insurance planning
- Wealth preservation
Client Types
CRM caters to a variety of clients, including individuals, families, and small business owners. They also work with high-net-worth individuals and corporations, providing tailored solutions to help them achieve their financial goals.
Fees & Compensation
CRM operates as a fee-only financial advisor, meaning they do not earn commissions from any financial products they recommend. This removes any conflict of interest and ensures that their advice is always in the best interest of their clients.
The fees charged by CRM are based on a percentage of the assets under management, making them directly aligned with their clients’ success.
Background
CRM’s team of advisors consists of professionals with diverse backgrounds and areas of expertise. They have a collective experience of over 100 years in the financial industry, and their qualifications include Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
CRM believes in transparency and provides all necessary disclosures to their clients, including their fee schedule, potential conflicts of interest, and any past disciplinary actions. They also adhere to all legal and regulatory requirements and prioritize their clients’ interests above all else.
In conclusion, Capital Resource Management, Inc. is a trusted and reliable financial advisor that provides quality services to its clients. With their expertise, personalized solutions, and commitment to transparency, CRM ensures that their clients’ financial well-being is always their top priority.