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Payne Capital Management logo — Your personalized path to financial freedom.

Payne Capital Management

Your personalized path to financial freedom.

Founded 2008 United States New York, United States 17 employees

General Information

Company Name Payne Capital Management
Founded Year 2008
Location United States New York, United States +1
Employees 17
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About Payne Capital Management

Payne Capital Management is a United States-based financial management startup established in 2008. The company offers fee-based financial management services primarily focusing on high-wealth clients. As a registered investment advisor (RIA), PCM operates under the highest level of fiduciary responsibility and does not earn commissions from transactions. Moreover, they do not charge custodial fees, emphasizing a client-centered approach. The company's slogan, "Your personalized path to financial freedom," reflects their commitment to creating a Financial Master Plan for their clients. The key differentiator of PCM is its dedication to maintaining a direct and consistent relationship with clients. Financial advisors work closely with a limited number of clients, ensuring regular discussions on investment performance and strategy. With an emphasis on unbiased recommendations and exemption from corporate mandates, PCM has the freedom to select only the top investment products for its clients. Overall, Payne Capital Management stands out in the industry due to its fiduciary commitment, client-centered approach, and the absence of commissions or custodial fees. These factors contribute to their mission of providing a tailored path to financial freedom for their high-wealth clientele.

Taxonomy: financial management, investment advisory, fiduciary responsibility, asset protection, tax optimization, income generation, estate planning, high-wealth clients, fee-based services, financial advisors, portfolio analysis, client-centered approach, financial checkup, top investment products

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Payne Capital Management Alternatives & Competitors

Payne Capital Management vs
Condor Capital Wealth Management
Condor Capital Wealth Management United States

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Payne Capital Management vs
Trinity Wealth Management LLC
Trinity Wealth Management LLC United States

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Payne Capital Management vs
Liberty Financial Group, Inc.
Liberty Financial Group, Inc. United States

We practice the art of financial planning through knowledge, integrity, and common sense.

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FAQ About Payne Capital Management

Your personalized path to financial freedom.
Payne Capital Management was founded in 2008.
Payne Capital Management is headquartered in New York, United States.
Payne Capital Management has approximately 17 employees.
Top alternatives and competitors to Payne Capital Management include Condor Capital Wealth Management, Trinity Wealth Management LLC, Liberty Financial Group, Inc. , ProVest Wealth Advisors, The Mather Group, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Payne Capital Management and Condor Capital Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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