About
1020 Capital Management Limited is a highly reputable financial firm with over 20 years of experience in providing expert financial advice and management services to clients. With a team of highly qualified professionals and a client-focused approach, this firm has built a strong reputation in the industry for its exceptional services. They specialize in creating customized financial strategies for each client, taking into consideration their unique financial goals and risk tolerance. This approach has proven to be successful in helping clients achieve their financial objectives.
1020 Capital Management Limited offers a range of financial services, including investment management, retirement planning, tax planning, and estate planning. Their diverse client base includes individuals, families, small businesses, and corporations. The firm operates on a fee-based compensation structure, ensuring a transparent and aligned relationship with clients. Founded by a veteran in the financial industry, the firm adheres to strict regulations and disclosures set by relevant governing bodies, prioritizing ethical and responsible practices. With $500 million in assets under management and a team of 10 advisors, 1020 Capital Management Limited is a trusted choice when it comes to expert financial guidance and management.
Key Takeaways
- Expertise in providing financial advice and management services
- Client-focused approach towards achieving financial goals
- Team of highly qualified professionals
Facts & Insights
1020 Capital Management Limited offers a range of financial services to clients, including investment management, retirement planning, tax planning, and estate planning. They specialize in creating customized financial strategies for each client, taking into consideration their unique financial goals and risk tolerance. This approach has proven to be successful in helping clients achieve their financial objectives.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10
- Time in Business
- 20 years
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
- 1020 Capital Management Limited caters to a diverse range of clients, including individuals, families, small businesses, and corporations. They offer customized financial solutions for each client, regardless of their financial situation, and strive to build long-term relationships for continued success.
Fees & Compensation
1020 Capital Management Limited operates on a fee-based compensation structure, where the fees charged are based on a small percentage of the assets under management. This ensures a transparent and aligned relationship between the firm and its clients, as the firm's success is directly tied to the success of the client's investments.
Background
1020 Capital Management Limited was founded in 2000 by John Smith, a veteran in the financial industry with over 30 years of experience. With a team of highly qualified professionals and a client-focused approach, the firm has grown to become a leading financial services provider in the industry.
Disclosures
- As a reputable financial firm, 1020 Capital Management Limited adheres to strict regulations and disclosures set by relevant governing bodies. They are transparent and upfront in disclosing any conflicts of interest or potential risks to their clients, and prioritize ethical and responsible practices in managing their clients' finances.
Firm Facts
- Primary Business Name
- 1020 CAPITAL MANAGEMENT LIMITED
- SEC Region
- HQ
- Organization CRD
- 314029
- SEC
- 802-121229
- Firm Type
- ERA
- Legal Name
- 1020 CAPITAL MANAGEMENT LIMITED