About

At 1843 CAPITAL, we have a team of financial experts who are dedicated to helping clients reach their financial goals. With years of experience and a deep understanding of the industry, our advisors offer personalized financial plans tailored to individual needs, provide a diverse range of services, and assist with asset management and growth strategies. We guide clients through important decisions and market fluctuations.

Our team has $500 million in assets under management, 10 years in business, and 15 experienced advisors. We offer a variety of services such as investment and retirement planning, estate and tax planning, and insurance planning. We work with individuals, families, small business owners, and professionals. Our advisors are compensated through a transparent fee-based structure, ensuring our interests are aligned with our clients'. We stay up-to-date on market trends and utilize cutting-edge technology. Our commitment to following regulations and disclosing any potential conflicts of interest ensures that we always act ethically and responsibly. Trust us to provide exceptional service and build long-lasting relationships with our clients.

Key Takeaways

Offer personalized financial plans tailored to individual goals and needs
Provide a diverse range of financial services
Assist in asset management and growth strategies
Guide clients through important financial decisions and market fluctuations

Facts & Insights

Below are some key numbers that showcase our experience and expertise:

Assets Under Management | $500 million Number of Advisors | 15 Time in Business | 10 years

Financial Services Offered

Investment Management
Retirement Planning
Estate Planning
Tax Planning
Insurance Planning
Education Planning
And more

Client Types

Individuals
Families
Small business owners
Professionals and executives
And more

Fees & Compensation

At 1843 CAPITAL, we believe in transparency when it comes to fees and compensation. Our advisors are compensated through a fee-based structure, meaning we charge a percentage of assets under management. This ensures that our interests are aligned with our clients' financial success.

Background

With 10 years in the industry, our team at 1843 CAPITAL has a wealth of experience and knowledge to offer our clients. We stay up-to-date on the latest market trends and utilize cutting-edge technology to offer the best financial solutions. Our team is dedicated to providing exceptional service and building long-lasting relationships with our clients.

Disclosures

As a financial advisor, we are committed to following all regulations and disclosing any potential conflicts of interest. Our clients can trust that we have their best interests in mind and always act in an ethical and responsible manner.

Firm Facts

Primary Business Name: 1843 CAPITAL
Organization CRD: 297667
Legal Name: 1843 CAPITAL