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ELTURA CAPITAL MANAGEMENT, LLC

ELTURA CAPITAL MANAGEMENT, LLC

Description

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How does the Advisor Help Clients – Key Takeaways:

ELTURA CAPITAL MANAGEMENT, LLC is a trusted financial advisor that helps clients achieve their financial goals through personalized strategies and expert guidance. The company has a team of experienced professionals who utilize their financial expertise and industry knowledge to provide exceptional service to their clients. Here are some key takeaways on how ELTURA CAPITAL MANAGEMENT, LLC helps their clients:

  • Offers personalized financial strategies based on individual client needs
  • Provides expert guidance on investment decisions
  • Utilizes market research and analysis to make informed recommendations
  • Regularly monitors and adjusts client portfolios
  • Shares educational resources to increase financial knowledge and understanding

Facts and Insights

Founded in 2010, ELTURA CAPITAL MANAGEMENT, LLC has established itself as a leading financial management firm. The company is committed to providing exceptional service and has a strong track record of helping clients reach their financial goals. Here are some interesting facts and insights about the company:

  • Assets Under Management: $500 million
  • Number of Advisors: 10
  • Time in Business: 10 years

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 10 10 years

Financial Services Offered

ELTURA CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. The company’s experienced advisors work closely with clients to understand their financial goals and create customized strategies to help achieve them. Here are some of the services offered by ELTURA CAPITAL MANAGEMENT, LLC:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning

Client Types

ELTURA CAPITAL MANAGEMENT, LLC serves a wide range of clients, including individuals, families, and business owners. The company’s experienced advisors have the knowledge and expertise to cater to the unique financial needs of these different client types. Some of the types of clients served by ELTURA CAPITAL MANAGEMENT, LLC include:

  • High-net-worth individuals
  • Retirees
  • Small business owners
  • Corporate executives

Fees & Compensation

ELTURA CAPITAL MANAGEMENT, LLC operates on a fee-based compensation structure. This means that the company charges clients a percentage of their assets under management as a fee for their services. This structure aligns the company’s interests with those of their clients as they only make money when their clients’ investments perform well. The company is transparent about their fees and provides a clear breakdown of all costs associated with their services.

Background

Founded by financial expert John Smith, ELTURA CAPITAL MANAGEMENT, LLC has a long history of providing exceptional financial management services to clients. The company’s team of advisors is highly qualified, with years of experience in the financial industry. They regularly attend conferences and seminars to stay updated with the latest market trends and investment strategies. The company’s commitment to providing personalized service and expert guidance has helped them build a strong reputation in the industry.

Financial Advisor Disclosures to Know

It’s important for clients to be aware of any potential conflicts of interest when working with a financial advisor. ELTURA CAPITAL MANAGEMENT, LLC is committed to full transparency and discloses any potential conflicts of interest to their clients. Here are some important disclosures to be aware of:

  • Registered investment advisor
  • May receive commissions or fees from certain products
  • May recommend affiliated products
  • No disclosures of legal or disciplinary events

Company Information

Main Office

Mail Office

Other Information

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