How does the advisor help clients – Key Takeaways:
ATIVO CAPITAL MANAGEMENT, LLC is a leading financial firm that provides personalized and comprehensive financial solutions to its clients. With a team of experienced financial experts and a wide range of services, ATIVO CAPITAL MANAGEMENT, LLC is dedicated to helping clients achieve their financial goals and optimize their wealth.
Facts and Insights
As of 2021, ATIVO CAPITAL MANAGEMENT, LLC has over $500 million in assets under management and has been in business for over 15 years. The firm has a diverse client base and serves individuals, families, and businesses across the country.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $500 million | 9 |
Financial Services Offered
ATIVO CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm takes a holistic approach to financial planning and works closely with clients to develop a customized plan that aligns with their specific goals and risk tolerance.
Client Types
ATIVO CAPITAL MANAGEMENT, LLC serves a diverse client base, including individuals, families, and businesses. The firm caters to clients from all income levels and backgrounds and is committed to providing high-quality financial services to everyone.
Fees & Compensation
ATIVO CAPITAL MANAGEMENT, LLC operates on a fee-based compensation model, which means that the firm charges a percentage of assets under management as its fees. This fee structure aligns the firm’s interests with those of its clients, as the firm’s earnings are directly tied to the performance of the client’s investments.
Background
ATIVO CAPITAL MANAGEMENT, LLC was founded in 2006 by a team of financial experts who shared a common goal of helping clients achieve financial success. With years of experience in the financial industry and a deep understanding of market trends, the firm has built a strong reputation for providing expert financial advice and services.
Financial Advisor Disclosures to Know
ATIVO CAPITAL MANAGEMENT, LLC is a registered investment advisor and is required to follow strict guidelines set by the Securities and Exchange Commission (SEC). As such, the firm is committed to transparency and regularly discloses all potential conflicts of interest to its clients. Clients can rest assured that their best interests are always the top priority for ATIVO CAPITAL MANAGEMENT, LLC.