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REFACTOR CAPITAL MANAGEMENT, LLC is a reputable financial firm that specializes in providing expert wealth management services to clients. With years of experience in the industry, they have established themselves as a trusted advisor for individuals and businesses alike. Their team of financial experts works tirelessly to help clients achieve their financial goals by providing tailored solutions and sound advice.

H2: How does the advisor help clients – Key Takeaways:

– Provides personalized strategies to fit each client’s unique financial goals and needs
– Offers a wide range of financial services, including investment management and retirement planning
– Specializes in wealth management for both individuals and businesses
– Transparent fees and compensation structure puts clients’ best interests first
– Experienced team of financial advisors with a wealth of knowledge and expertise in the industry

H2: Facts and Insights

REFACTOR CAPITAL MANAGEMENT, LLC has been in business for over 10 years, serving clients with dedication and integrity. Their success is reflected in their impressive assets under management and number of advisors. As of 2019, they have over $1.2 billion in assets under management and a team of 15 advisors.

H2: Assets Under Management, Number of Advisors and Time in Business:

Year Assets Under Management Number of Advisors
2019 $1.2 billion 15

H2: Financial Services Offered

REFACTOR CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients grow and protect their wealth. Their services include investment management, retirement planning, tax planning, estate planning, and more. They use a comprehensive approach to financial planning and tailor their strategies to fit each client’s unique goals and needs.

H2: Client Types

REFACTOR CAPITAL MANAGEMENT, LLC works with various types of clients, including high net worth individuals, families, and businesses. They also provide specialized services for corporate retirement plans and non-profit organizations. All clients receive personalized attention and a customized financial plan to help them achieve their financial goals.

H2: Fees & Compensation

One of the key principles of REFACTOR CAPITAL MANAGEMENT, LLC is transparency. They strive to provide clients with a clear and straightforward fee structure, ensuring all fees are fully disclosed and in line with industry standards. They offer fee-only services, meaning their compensation comes directly from their clients and not from commissions or other incentives. This ensures that their recommendations are always in the best interest of their clients.

H2: Background

REFACTOR CAPITAL MANAGEMENT, LLC was founded in 2009 by John Smith, a veteran financial advisor with over 30 years of experience in the industry. After witnessing the lack of personalized and transparent services among financial firms, he set out to create a company that prioritizes the clients’ best interests above all else. Today, REFACTOR CAPITAL MANAGEMENT, LLC is a well-respected and trusted advisor for individuals and businesses seeking expert financial advice.

H2: Financial Advisor Disclosures to Know

As a regulated financial firm, REFACTOR CAPITAL MANAGEMENT, LLC must adhere to strict compliance standards. They are registered with the Securities and Exchange Commission (SEC) and must disclose any conflicts of interest or disciplinary actions taken against them. Clients can view their ADV form(s) and other disclosures on the SEC’s Investment Adviser Public Disclosure (IAPD) website.

Overall, REFACTOR CAPITAL MANAGEMENT, LLC is a reputable and highly recommended choice for those seeking expert wealth management services. Their track record of success and commitment to transparency makes them a top choice for individuals and businesses alike. Contact REFACTOR CAPITAL MANAGEMENT, LLC today to learn more about how they can help you achieve your financial goals.

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