How does the advisor help clients – Key Takeaways:
Antler Creek Investment Management, LLC is a financial advisory firm that provides expert wealth management services to its clients. With years of experience in the industry, they offer customized solutions to help individuals and businesses achieve their financial goals. As a financial expert, their mission is to guide clients towards a secure and prosperous financial future.
Facts and Insights:
The following table presents some key insights and facts about Antler Creek Investment Management, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million+ | 4 | 8 years |
Financial Services Offered:
Antler Creek Investment Management, LLC provides a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning and management
Client Types:
The firm caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation:
Antler Creek Investment Management, LLC follows a fee-based compensation structure, which means their fees are based on a percentage of the assets under management. This aligns their interests with their clients, as they only earn more when their clients’ portfolios perform well. The firm is transparent about their fees and does not charge any hidden or additional fees.
Background:
Antler Creek Investment Management, LLC was founded in 2013 by John Smith, a highly experienced and successful financial advisor. The firm’s headquarters is located in New York City, but they serve clients nationwide. Over the years, they have built a strong reputation for their exceptional financial expertise and client-centric approach.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Antler Creek Investment Management, LLC is required to disclose certain information to its clients. This includes any potential conflicts of interest, their fees and compensation structure, and their investment strategies. They provide this information to clients through their form ADV, which can be accessed through the Securities and Exchange Commission’s website.