About ALTERNATIVE CAPITALIS, LLC
Alternative Capitalis, LLC is a financial advisory firm that specializes in providing alternative investment strategies to their clients. They have a team of experienced financial experts who work closely with clients to develop personalized investment plans that align with their individual goals and risk tolerance.
How does the advisor help clients – Key Takeaways:
- Offers alternative investment options
- Creates personalized investment plans
- Takes into account individual goals and risk tolerance
Facts and Insights:
Alternative Capitalis, LLC has been in business for over 10 years and currently manages over $500 million in assets under management. They have a team of 20 advisors who are dedicated to providing top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10+ years |
Financial Services Offered:
Alternative Capitalis, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include alternative investments, retirement planning, wealth management, and risk assessment. They also provide educational resources and seminars to help clients make informed financial decisions.
Client Types:
- High-net-worth individuals
- Celebrities and entertainers
- Business owners
- Retirees
- Corporate executives
Fees & Compensation:
Alternative Capitalis, LLC charges a management fee of 1% on all assets under management. They also offer performance-based fees, where they charge a percentage of the client’s investment returns. The specific fee structure is discussed and agreed upon during the initial consultation with each client.
Background:
Founded in 2009, Alternative Capitalis, LLC has grown to become a trusted name in the financial advisory industry. They pride themselves in their personalized approach to developing investment strategies and their commitment to providing exceptional client service. Their team of advisors has a diverse range of expertise, making them well-equipped to handle various financial situations.
Financial Advisor Disclosures to Know:
As a financial expert, Alternative Capitalis, LLC adheres to strict industry regulations and maintains transparency with their clients. They disclose all potential conflicts of interest, fees, and any other important information to their clients before entering into any advisory agreements. They also update their clients regularly on the performance of their investments and make any necessary adjustments based on market conditions.