Here is one example:
How Does Areti Capital Advisors, LLC Help Clients – Key Takeaways:
- Guides clients towards achieving their financial goals through personalized investment plans.
- Fosters long-term relationships with clients built on trust and open communication.
- Combines extensive market knowledge and experience to provide well-informed financial advice.
Facts and Insights
Areti Capital Advisors, LLC is a financial advisory firm based in New York City with over 10 years of experience in the industry. Its team of advisors are experts in wealth and asset management, with extensive knowledge of market trends and investment strategies. The firm takes a client-centric approach, prioritizing individual needs and goals to create personalized financial plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
- Wealth management
- Retirement planning
- Investment planning
- Estate planning
- Tax planning
Client Types
Areti Capital Advisors, LLC serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Retirees
Fees & Compensation
Areti Capital Advisors, LLC primarily operates on a fee-only basis, meaning they do not earn commissions from selling financial products. This allows the firm to provide objective and unbiased advice to clients without any conflicts of interest. Fees are based on a percentage of assets under management and may also include a flat fee for financial planning services.
Background
The founding partners of Areti Capital Advisors, LLC have over 25 years of combined experience in the financial industry, with backgrounds in wealth management, investment banking, and financial planning. They are committed to staying up-to-date on industry trends and regulations to provide clients with the best possible advice for their financial needs.
Financial Advisor Disclosures to Know
Areti Capital Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are required to provide their clients with a Form ADV, which outlines important information about their business practices, fees, and any potential conflicts of interest. The firm has a clean disciplinary record with no legal or regulatory actions in the past 10 years.