A complete list of active advisors currently associated with Dedicated Capital Advisors, LLC
Warmer can help you find a great advisor at Dedicated Capital Advisors, LLC or one who fits your needs even better.
Dedicated Capital Advisors serves high‑net‑worth individuals and their related family and business entities, delivering comprehensive financial planning services — including estate and wealth transfer, philanthropic and legacy planning, business succession, and insurance planning — through a four‑phase process of Discovery, Planning, Implementation and Management. The firm also provides investment advisory services and may recommend private placements for accredited investors when aligned with client objectives. Rather than acting as a primary in‑house portfolio manager for individual accounts, Dedicated builds individualized investment profiles and typically allocates assets among Independent Managers through written co‑advisory agreements; clients may engage Dedicated on a discretionary or non‑discretionary basis. Dedicated monitors Manager performance, coordinates with clients’ other advisors, and uses custodial platforms recommended by Managers (for example, Charles Schwab and Fidelity) while maintaining a policy of not taking custody of client assets. A distinctive feature disclosed in the firm’s brochure is that some associated individuals may also be compensated for the sale of insurance products, creating an additional avenue of client service and a potential source of conflicts to be managed. The firm’s emphasis on planner‑led, manager‑driven implementation (including named co‑advisors such as Fort Point Capital Partners and Frontier Asset Management) sets it apart from peers that more commonly provide direct, in‑house portfolio management.
To learn more about the advisors currently working at Dedicated Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 39
| |
San Francisco, CA
| 9
|
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