About
1WS Capital Advisors, LLC is a financial firm established in 2005, offering expert advice in managing financial assets. With a team of experienced advisors, the company provides personalized solutions to help clients achieve their financial goals. They operate on a fee-based compensation structure, ensuring their interests align with their clients. The firm has a clean record with no significant disclosures, and prides itself on its transparent and ethical business practices. 1WS Capital Advisors, LLC caters to high net-worth individuals, families, and small businesses, offering a wide range of services such as investment and retirement planning, tax and estate planning. With $500 million in assets under management and 15 advisors, the company has a proven track record of success. They believe in building long-term relationships with their clients, and always prioritize their clients' best interests.
Key Takeaways
- Expert financial advice for managing assets
- Established and reputable company in the industry
- Extensive range of financial services offered
- Flexible and tailored solutions for individual clients
- Transparent and ethical business practices
Facts & Insights
1WS Capital Advisors, LLC has a proven track record of success in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the company offers a wide range of financial services to meet the diverse needs of its clients.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 15
Financial Services Offered
- 1WS Capital Advisors, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These include investment management, retirement planning, tax planning, estate planning, and more. The company prides itself on its ability to provide personalized and tailored solutions for each individual client.
Client Types
- 1WS Capital Advisors, LLC caters to a wide range of clients, including high net-worth individuals, families, and small businesses. The company understands that each client has unique financial goals and needs, and therefore strives to provide customized solutions for each one.
Fees & Compensation
1WS Capital Advisors, LLC operates on a fee-based compensation structure, which ensures that the company's interests are aligned with those of its clients. This means that the company only earns fees when the client's assets grow, creating a win-win situation for both parties.
Background
The team at 1WS Capital Advisors, LLC is made up of experienced and knowledgeable financial experts who are dedicated to helping clients achieve their financial goals. The company believes in building long-term relationships with its clients and prides itself on its transparent and ethical business practices.
Disclosures
- As a reputable and established financial firm, 1WS Capital Advisors, LLC has a clean record with no significant disclosures that clients need to be aware of. The company believes in full transparency and always puts the best interests of its clients first.
Firm Facts
- Primary Business Name
- 1WS CAPITAL ADVISORS, LLC
- SEC Region
- NYRO
- Organization CRD
- 298723
- SEC
- 801-114286
- Firm Type
- Registered
- Legal Name
- 1WS CAPITAL ADVISORS, LLC