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Captrust Financial Advisors

Headquartered in HOLLAND, MI

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Firm Information

Captrust Financial Advisors is an investment advisory firm based in HOLLAND, MI. Founded in 2000, they provide financial planning, pension consulting, and portfolio management services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $1.71 billion in assets.

Captrust Financial Advisors

85 E 8TH STREET

HOLLAND, MI 49423

$1.70B

Assets Under Management

Not reported

Total Clients

20

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

CAPTRUST FINANCIAL ADVISORS has a total of 1 branch locations across the country.

Advisors at Captrust Financial Advisors

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Disclosures

There are no public disclosures for Captrust Financial Advisors.

Frequently Asked Questions (6)

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