About
Dare Capital Management, LLC is a fee only fiduciary investment advisor offering ongoing investment management and related planning services to our clients. We work with individuals, families, businesses, trusts and estates.
We get to know our clients well and prepare a financial game plan that takes individual circumstances into consideration. We strive to be tax-efficient, diversified, low cost, flexible, and sophisticated. Our goal is to help our clients reach their financial goals, simplify the often-confusing investment process, and provide peace of mind regarding financial direction.
Frequently Asked Questions
What associations does Dare Capital Management, LLC have?
CFP®, Registered Investment Advisor Firm with NC Secretary of State's Securities Division.
When was Dare Capital Management, LLC founded?
Dare Capital Management, LLC was founded in 2001.
Which days is Dare Capital Management, LLC open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Dare Capital Management, LLC specialize in?
English.
What are Dare Capital Management, LLC main services?
Investment Management, Retirement Planning, Tax Planning, Estate Planning, Asset Management, College Savings Plan, Financial Planning, Individual Planning, Investment Advisor, Wealth Manager, Financial Planner, Tax and Estate Planner.