cp
Cap Partners, LLC
SEC-regulated
Registered investment advisor
CAP Partners, LLC is a SEC-registered investment advisor established in November 2007, offering personalized investment management and consulting services. Services include financial counseling, financial planning, and asset management. Financial counseling involves analyzing clients' financial circumstances and providing recommendations. Financial planning services cover tax planning, investment analysis, retirement planning, and more. Asset management services are provided on a discretionary basis, managing various securities for clients. CAP Partners charges hourly fees ranging from $100 to $500 for counseling services, flat fees ranging from $500 to $5,000 for financial planning, and asset management fees ranging from 0.50% to 2.00%. The firm does not charge performance-based fees and does not have a minimum account size requirement. Investment analysis methods include fundamental, technical, and cyclical analysis. CAP Partners does not have any disciplinary information to report and does not take custody of client funds. Clients have the option to grant investment discretion to CAP Partners. The firm's privacy policy ensures the confidentiality and security of client information. For more information, visit www.CAP-Partners.com or contact (615) 807-2030.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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