Dedicated Capital Advisors, LLC

Dedicated Capital Advisors, LLC is a financial advisory firm based in San Francisco, established in 2013. The firm specializes in providing comprehensive financial planning services, including estate and wealth transfer planning, family coaching, philanthropic and legacy planning, business succession and strategy planning, risk and investment management, and insurance planning. Dedicated offers investment advisory services on a fee basis, tailored to each client's risk tolerance and investment needs. Clients can engage Dedicated on a discretionary or non-discretionary basis, with the firm primarily allocating assets among Independent Managers based on client objectives. The firm does not charge performance-based fees and operates as a fiduciary, acting in the best interests of clients. The minimum account size to open or maintain an account with Dedicated is $1,000,000. Investment strategies involve a sustainable approach tailored to each client's profile, utilizing various investment instruments. Dedicated does not participate in wrap fee programs and maintains client assets at qualified custodians. The firm conducts regular client account reviews and does not have any custody of client funds or securities. Dedicated does not engage in proxy voting on behalf of clients and has no financial disclosures that may impair its ability to meet commitments.