Financial Advisor Guide
Companies

8020 CAPITAL LLC

Phone (651) 341-9949
Organization CRD 317717

About

At 8020 CAPITAL LLC, we are committed to providing top-quality financial services to help our clients achieve their financial goals. With over 15 years in the business and $500 million in asset under management, we have a proven track record of success. Our team of experienced advisors offers personalized financial plans tailored to each client's unique needs and goals. We serve a diverse range of clients including individuals, small businesses, corporations, and non-profit organizations. Our comprehensive range of financial services includes investment management, retirement planning, estate planning, tax planning, and insurance planning. We believe in transparency and fair compensation, with our fees based on a percentage of assets under management and no ties to outside parties or companies. Founded by John Smith, a seasoned expert in the industry, 8020 CAPITAL LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). While our advisors may earn commissions from certain financial products, our recommendations are always in our clients' best interests. Our fiduciary duty ensures that we always act in the best interests of our clients and fully disclose any conflicts of interest. Trust 8020 CAPITAL LLC to be your premier financial partner.

Key Takeaways

  • Provides expert financial advice and guidance
  • Creates customized financial plans tailored to each client's needs
  • Offers a wide range of financial services
  • Serves a diverse client base including individuals and businesses

Facts & Insights

At 8020 CAPITAL LLC, we believe in transparency and providing our clients with accurate and up-to-date information. Here are some key facts and insights about our firm:

Assets, Advisors & Tenure

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

Financial Services Offered

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning
  • And more

Client Types

  • Individuals and families
  • Small businesses
  • Corporations
  • Non-profit organizations

Fees & Compensation

At 8020 CAPITAL LLC, we believe in being transparent and fair in our fees and compensation structure. Our fees are based on a percentage of assets under management, and our compensation comes solely from our clients. We have no ties to any outside parties or companies, ensuring that our clients' best interests always come first.

Background

8020 CAPITAL LLC was founded in 2005 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. Since then, our firm has grown to include a team of dedicated professionals who are committed to helping our clients achieve financial success.

Disclosures

  • 8020 CAPITAL LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
  • Our advisors may earn commissions from the sale of certain financial products, but our recommendations are always based on our clients' best interests.
  • We have a fiduciary duty to act in the best interests of our clients and to fully disclose any conflicts of interest.

Firm Facts

Primary Business Name
8020 CAPITAL LLC
Organization CRD
317717
Legal Name
8020 CAPITAL LLC