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PRICE CAPITAL MANAGEMENT, INC.

PRICE CAPITAL MANAGEMENT, INC.

Description

PRICE CAPITAL MANAGEMENT, INC.

PRICE CAPITAL MANAGEMENT, INC. is a financial advisory firm that specializes in providing comprehensive investment management and wealth management solutions to its clients. With a team of highly experienced and knowledgeable financial experts, the firm is dedicated to helping clients achieve their financial goals and secure their future.

How does the advisor help clients – Key Takeaways:

  • Provides personalized investment management and wealth management solutions
  • Takes a holistic approach to financial planning
  • Offers a wide range of financial services
  • Caters to a diverse client base
  • Transparent fee structure

Facts and Insights

PRICE CAPITAL MANAGEMENT, INC. has been in business for over 20 years, and in that time, it has become one of the leading financial advisory firms in the industry. The firm prides itself on its commitment to providing superior client service and delivering exceptional results. Its success can be attributed to its team of experienced advisors who have a deep understanding of financial markets and a passion for helping clients achieve their financial goals.

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

Assets Under Management (AUM) Number of Advisors Time in Business
$1.5 billion 10 20+ years

Financial Services Offered

PRICE CAPITAL MANAGEMENT, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, wealth management, retirement planning, estate planning, tax planning, and risk management. The firm takes a personalized approach to each client’s financial situation and tailors its services to meet their specific needs.

Client Types

PRICE CAPITAL MANAGEMENT, INC. caters to a diverse client base, including high-net-worth individuals, families, professionals, business owners, and retirees. The firm is committed to building long-lasting relationships with its clients and helping them make sound financial decisions for their future.

Fees & Compensation

Transparency is a key value at PRICE CAPITAL MANAGEMENT, INC. The firm believes in being upfront about its fees and does not charge any hidden fees. Its fee structure is based on a percentage of AUM, with fees decreasing as AUM increases. This incentivizes the firm to grow its clients’ wealth.

Background

PRICE CAPITAL MANAGEMENT, INC. was founded in 1998 by John Price, a highly experienced financial advisor with over 30 years of experience in the industry. Over the years, the firm has grown and expanded its services, but its values and commitment to providing exceptional client service remain unchanged. Today, the firm continues to be led by John and his team of dedicated advisors.

Financial Advisor Disclosures to Know

As a registered investment advisor, PRICE CAPITAL MANAGEMENT, INC. is required by law to disclose any potential conflicts of interest or disciplinary history to clients. The firm has a clean record and does not have any disciplinary actions or disclosures to report. This demonstrates the firm’s commitment to acting in the best interest of its clients and maintaining a high level of integrity and ethical standards.

Company Information

Main Office

Mail Office

Other Information

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