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Capital Advice, LLC

Headquartered in PLANO, TX

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Firm Information

Capital Advice, LLC is an investment advisor based in [insert city, state]. The firm has 1 licensed agent and manages approximately $2,118,399 in assets for 10 clients. Capital Advice provides a range of services, including educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. The firm primarily serves high-net-worth individuals and other individuals.

Capital Advice, LLC

$2.12M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

CAPITAL ADVICE, LLC has a total of 1 branch locations across the country.
location

PLANO, TX

Advisors at Capital Advice, LLC

View All 1 Advisors
Unclaimed
Scott Hamilton Briney

RA

PLANO, TX

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Disclosures

There are no public disclosures for Capital Advice, LLC.

Frequently Asked Questions (6)

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