How Does ARTEMIS CAPITAL ADVISERS LP Help Clients? – Key Takeaways
ARTEMIS CAPITAL ADVISERS LP is a financial advisory firm that works with clients to provide expert guidance in all aspects of wealth management. Through their services, clients can achieve their financial goals and secure their financial future.
Facts and Insights
As of their most recent report, ARTEMIS CAPITAL ADVISERS LP has over $1.5 billion in Assets Under Management (AUM). They have a team of experienced advisors who bring a wealth of knowledge and expertise in financial planning and investment management to the table. The firm has been in business for over 20 years, providing reliable and trustworthy financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $1.5 billion |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
ARTEMIS CAPITAL ADVISERS LP offers a range of financial services to help clients manage their wealth effectively. These services include financial planning, investment management, retirement planning, estate planning, and tax planning.
Client Types
The firm works with a diverse range of clients, including high-net-worth individuals, families, and businesses. They understand that each client has unique financial goals and tailors their services to meet the specific needs of each client.
Fees & Compensation
ARTEMIS CAPITAL ADVISERS LP charges their clients a percentage of their AUM as a management fee. This fee is based on a tiered structure, with lower fees for higher AUM. They also offer commission-based services for specific investment products. The firm is transparent about their fees and discloses them to clients before any services are rendered.
Background
ARTEMIS CAPITAL ADVISERS LP was founded by a team of experienced financial professionals who saw a need for a client-focused, independent advisory firm. The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). These affiliations ensure that the firm maintains the highest standards of compliance and ethics in their operations.
Financial Advisor Disclosures to Know
While ARTEMIS CAPITAL ADVISERS LP has a clean record with regulatory bodies, it’s essential for clients to understand any potential conflicts of interest and disciplinary actions that may affect the firm. Clients should review the firm’s Form ADV, which is a disclosure document required by the SEC, before engaging in any services.