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About Excelcia Financial Group, Ltd |
| Excelcia Financial Group is based in the heart of the Silicon Valley. We provide comprehensive fee-based wealth management services to a broad range of clients; specializing in meeting the needs of corporate executives and business owners. We utilize a team approach to properly analyze and position the investment portfolio, retirement plan, estate plan, and tax management plan to meet the personal objectives of each of our clients. Our low ratio of clients to advisors allows us to provide a unique level of personal service, which has earned us a reputation for excellence in the financial services industry.
Our mission is to enable our clients to achieve their goals using prudent planning and objective management of assets. As trusted advisors, we always put our client's interest first, act with honesty and integrity, and strive to excel in everything we do. Our success is not measured by performance but rather by our clients achieving their goals. |
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General Information |
| Years of Experience in Financial Services: |
6
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Education |
| Academic Background |
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The qualifications listed below are a combination of the qualifications for all advisors associated with Excelcia Financial Group.
Our advisors have multiple college degrees in the field of finance. All four advisors have their Series 7 and 66 licenses as well as life and health insurance licenses. Multiple advisors hold the CFP? designation. We also have one ChFC?, one CFS and one of our advisors has received a Certified Investment Management Analyst (CIMA?) designation through the Investment Management Consultants Association in conjunction with the Wharton Business School at the University of Pennsylvania. |
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Services |
| Investment Types: |
Bonds, Stocks, Annuities, Alternative Investments, Options, Stocks Mutual Funds, Bond Mutual Funds, International Investments, Real Estate
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 7, Certified Financial Planner, Certified Investment Management Analyst, Chartered Financial Consultant, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Insurance License (Life & Health; Long Term Care; Specify below), Certified Fund Specialist
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Firm Information |
| Assets Managed by Firm: |
Yes
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Compensation and Fees |
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| Fee % Based on Assets: |
1.3
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| Additional Details on Charges: |
Excelcia's assets management fees are negotiable depending on the amount of assets invested, type of investments and anticipated activity level. These variables will be discussed in detail and the percentage to be charged agreed upon, before undertaking any services for prospective clients. Financial planning services are charged on a per project basis, depending on complexity, service level desired, and overall net worth. These fees are also determined in advance before engaging our services.
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