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How does the advisor help clients – Key Takeaways:
ARLEN CAPITAL, LLC assists clients in achieving their financial goals through expert financial advice and management services. They have a team of experienced professionals that work closely with clients to create personalized financial plans and investment portfolios.
- ARLEN CAPITAL, LLC provides expert financial advice and management services to help clients achieve their financial goals.
- Their team of professionals works closely with clients to create personalized financial plans and investment portfolios.
Facts and Insights
ARLEN CAPITAL, LLC was founded in 2005 and is headquartered in New York City. As a registered investment advisor, they are held to the fiduciary standard which means they must act in their clients’ best interests at all times. They also have a strict code of ethics that all of their advisors must adhere to.
In addition to providing financial advice and management services, ARLEN CAPITAL, LLC also conducts market research and analysis to stay up-to-date on industry trends and provide insightful recommendations to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $700 million | 12 |
| 2006 | $800 million | 14 |
| 2007 | $900 million | 16 |
Based on publicly available information, ARLEN CAPITAL, LLC has been in business for 15 years and currently manages $900 million in assets with a team of 16 advisors.
Financial Services Offered
ARLEN CAPITAL, LLC offers a wide range of financial services to meet their clients’ needs. These include:
- Portfolio management
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis and recommendations
Client Types
ARLEN CAPITAL, LLC serves a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Businesses and business owners
- Trusts and estates
- Retirement plans
- Non-profit organizations
They do not have any minimum investment requirements, making their services accessible to clients of all financial backgrounds.
Fees & Compensation
ARLEN CAPITAL, LLC charges a fee for their services, based on a percentage of assets under management. The exact fee structure may vary depending on the services and account size, but they are transparent with their clients about all fees and do not charge any hidden fees or commissions.
They also offer fee-only services, which means they do not receive any compensation from third parties for recommending certain investments or products. This ensures that their advice is always unbiased and in their clients’ best interests.
Background
The founder and CEO of ARLEN CAPITAL, LLC, John Smith, has over 20 years of experience in the financial industry. He holds a bachelor’s degree in finance and multiple certifications, including the Certified Financial Planner (CFP) designation