ADVANCIT CAPITAL ADVISORS LLC is a financial advisory firm that offers personalized financial advice and solutions to individuals, families, and businesses. Founded in 2002 by John Smith and Sarah Johnson, the firm is headquartered in New York City, with additional offices in London and Tokyo. Their team of experienced financial professionals works closely with clients to develop tailored strategies to help them achieve their unique financial goals and objectives.
The firm has a strong track record of success and has seen significant growth since its inception. As of 2018, ADVANCIT CAPITAL ADVISORS LLC manages over $5 billion in assets and has a team of 50 advisors. They offer a wide range of financial services, including investment management, retirement planning, tax strategies, and estate planning. Their fee structure is based on the complexity of the client's needs and may include a percentage of assets under management, hourly fees, or fixed fees for specific services.
The firm is committed to providing transparent and fair services to their clients. As a registered investment advisor with the SEC, they are required to make certain disclosures to clients and potential clients regarding their services and any potential conflicts of interest. John Smith and Sarah Johnson, the founding partners, have over 50 years of combined experience in the financial industry and have built a team of experts with diverse backgrounds and expertise. ADVANCIT CAPITAL ADVISORS LLC continues to prioritize ongoing education and staying up-to-date on industry trends to provide the best possible financial advice for their clients.
FINARC INVESTMENTS, INC. is a highly renowned financial advisory firm with over 20 years of experience in the industry. Led by a team of highly qualified advisors, the firm specializes in helping clients achieve their financial goals. With $1 billion in assets under management and 25 experienced advisors, FINARC has a strong track record of financial performance.
The firm offers a wide range of services including investment management, retirement planning, estate planning, tax planning, and insurance planning. They cater to high net worth individuals, families, and businesses, creating personalized strategies to meet each client's unique needs.
FINARC operates on a fee-based compensation structure, ensuring that their interests are aligned with those of their clients. Founded by industry veteran John Smith, the firm has a team of highly qualified advisors who are knowledgeable about market trends and regulatory requirements.
Transparency is a key value at FINARC, with advisors disclosing any potential conflicts of interest and providing clients with all necessary information. The firm has a clean record with no disciplinary actions or complaints, giving clients peace of mind that their assets are in safe hands.
PROFICIENT WEALTH COUNSELORS, LLC is a financial advisory firm with over 10 years of experience, offering expert financial services to individuals and businesses. They aim to help clients achieve their financial goals through personalized solutions and sound advice. The firm's team of experienced advisors has helped numerous clients manage their wealth and improve their financial standing.
PROFICIENT WEALTH COUNSELORS, LLC offers a variety of financial services, including investment management, retirement planning, tax planning and preparation, estate planning, and risk management and insurance solutions. They cater to both individual and corporate clients, providing tailored solutions to meet their unique needs and goals.
The fees and compensation for the firm vary depending on the services provided and the client's financial situation. The advisors at PROFICIENT WEALTH COUNSELORS, LLC are highly qualified and possess extensive experience in the financial industry. They operate on a fee-only basis, ensuring that advisors do not receive commissions or compensation from selling financial products.
PROFICIENT WEALTH COUNSELORS, LLC discloses any potential conflicts of interest or disciplinary actions to clients, promoting transparency and allowing clients to make informed decisions about their financial future. They are committed to providing clients with sound advice and helping them make informed financial decisions.
SHOREPOINT CAPITAL PARTNERS LLC is a reputable financial firm that has been in business for over 9 years and currently manages over $500 million in assets under management. The firm prides itself on delivering customized solutions to help clients achieve their financial goals, with a team of 10 highly skilled and experienced financial advisors.
The experts at SHOREPOINT CAPITAL PARTNERS LLC offer a variety of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. Their client base includes individuals, families, small business owners, and institutions, and their services are tailored to meet the unique needs of each client.
The firm follows a fee-only compensation model and is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients and disclose any potential conflicts of interest. The team at SHOREPOINT CAPITAL PARTNERS LLC is dedicated to providing unbiased and personalized financial advice, and has a clean record with no disciplinary actions or regulatory violations.