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SOLSTEIN CAPITAL, LLC

SOLSTEIN CAPITAL, LLC

Description

SOLSTEIN CAPITAL, LLC

SOLSTEIN CAPITAL, LLC is a leading financial advisory firm that specializes in providing personalized financial solutions to clients. With a team of experienced and knowledgeable advisors, the firm aims to help clients achieve their financial goals and build a secure future.

How does the advisor help clients – Key Takeaways:

  • Provides personalized financial solutions tailored to individual client needs.
  • Offers expert guidance and advice on financial planning, investment strategies, retirement planning, and more.
  • Utilizes advanced technology and tools to assist clients in managing their wealth.
  • Provides ongoing support and review to ensure clients’ financial plans are on track and up-to-date.

Facts and Insights

SOLSTEIN CAPITAL, LLC has been in the financial services industry for over a decade and has gained a strong reputation for its reliable and professional services. The firm manages a significant amount of assets for various clients and is known for its exceptional track record in delivering favorable returns.

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

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

Financial Services Offered

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Wealth Management
  • Insurance Services
  • Education Planning

Client Types

SOLSTEIN CAPITAL, LLC serves a diverse group of clients, including individuals, families, small business owners, and corporate executives. The firm is committed to understanding the unique needs and goals of each client to provide tailored financial solutions that align with their long-term objectives.

Fees & Compensation

SOLSTEIN CAPITAL, LLC follows a transparent fee structure and charges a percentage of assets under management as its fee. The firm believes in aligning its interests with those of its clients and therefore, does not charge any commissions or referral fees.

Background

The team at SOLSTEIN CAPITAL, LLC is led by its founder and CEO, who has over 20 years of experience in the financial services industry. The firm’s advisors have an average of 15 years of experience and are highly qualified and well-equipped to provide expert financial guidance to clients.

Financial Advisor Disclosures to Know

SOLSTEIN CAPITAL, LLC is a fiduciary, meaning it is legally obligated to act in the best interests of its clients. The firm has a clean record with no disciplinary or legal actions taken against it, ensuring clients’ trust and confidence in its services.

Overall, SOLSTEIN CAPITAL, LLC is a reliable and reputable financial advisory firm that puts its clients’ needs first. With a experienced team, a track record of success, and personalized financial solutions, the firm is a top choice for individuals and businesses looking for expert financial guidance.

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Company Information

Main Office

Mail Office

Other Information

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