![]() ![]() ![]() As a fee-only firm, Capital Financial Planners only charges client fees, not sales commissions. The firm's small advisory team has two certified financial planners (CFPs) certifications and a certified trust and financial advisor (CTFA) designation. Capital Financial Planners generally requires new clients have $1 million in investable assets to open an account, but it may waive this requirement in certain cases. It also offers services to trusts, estates, charities and corporations. Depending on the client’s unique profile, the firm may diversify portfolios with the some of the following types of securities:Ĭapital Financial Planners, the sole fee-only financial advisor firm on this list, primarily works with individuals and high-net-worth individuals. The firm emphasizes the analysis of mutual funds, ETFs, and separately managed fund when selecting investments for its clients. These strategies are primarily driven by Modern Portfolio Theory, which posits that one can aim for returns while mitigating risk by diversifying portfolios across several different asset classes. Keudell Morrison Wealth Management tailors investment strategies to the unique financial goals and risk tolerance of its clients. Keudell Morrison Wealth Management Investment Strategy It also offers financial planning that can cover: The team provides portfolio management through a wrap-fee program. It is owned by Larry Keudell, Michael Morrison, Stephanie Smith and Joel Blount. Keudell Morrison became a registered investment advisor (RIA) in 2018. Keudell Morrison Wealth Management Background That said, Keudell Morrison has a fiduciary responsibility to always provide advice in the best interests of its clients. Some of the firm’s advisors are licensed insurance agents and can earn sales commissions from third parties, making the firm fee-based. It also works with high-net-worth investors, pension plans, businesses and non-profit organizations. Despite the relatively high minimum, Keudell Morrison serves individuals who do not have a high net worth. To open and maintain account, you generally need a balance of $500,000. Its small investment advisory team features two certified financial planners (CFPs). Keudell Morrison Wealth Management provides access to discretionary portfolio management services to its clients. Capstone accesses these asset classes by investing in mutual funds, exchange-traded funds (ETFs), as well as individual stocks sand bonds. The firm believes in a long-term, balanced approach to investing that is reliant on globally diverse portfolios holding stocks, bonds, real estate and cash. When selecting investments, the firm uses fundamental analysis - a method to determine whether a security's current price accurately reflects its value - and Modern Portfolio Theory. It considers the client’s overall goals, risk tolerance and time horizon before making investment decisions. Risk management (life and disability insurance)Ĭapstone Wealth Advisors Investment StrategyĬapstone Wealth Advisors creates portfolios and manages existing investments on behalf of its clients.Retirement planning/financial independence.Its team provides investment management and financial planning services covering the following topics: It is owned by Ryan Skogstad and Rob Norton. Capstone Wealth Advisors BackgroundĬapstone Wealth Advisors has been operating as a registered investment advisor (RIA) since 2017. That said, Capstone Wealth Advisors operates as a fiduciary and is legally obligated to put client interests before its own. This presents a potential conflict of interest, and makes the firm fee-based. However, the firm does serve high-net-worth individuals and offers services to businesses.Īdvisors at Capstone Wealth Advisors may collect both fees from clients and commissions from third-party sources. With no minimum account size, a vast majority of Capstone clients are individual without a high net worth. With the most assets under management, Capstone Wealth Advisors is the No. The qualifying firms were then ranked according to the following criteria: Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Salem, we first identified all firms registered with the SEC in the city. Selection of other advisers (including private fund managers).Selection of other advisors (including private fund managers). ![]()
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