About ATTESSA CAPITAL LLC
ATTESSA CAPITAL LLC is a financial advisory firm that specializes in providing expert guidance and investment management services to its clients. With a team of highly experienced and knowledgeable advisors, ATTESSA CAPITAL LLC is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance and investment management services
- Dedicated to helping individuals and businesses achieve their financial goals
- Has a team of highly experienced and knowledgeable advisors
Facts and Insights
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
ATTESSA CAPITAL LLC offers a wide range of financial services that are tailored to meet the specific needs of their clients. These services include:
- Investment management
- Financial planning
- Retirement planning
- Tax planning and optimization
- Estate planning
- Insurance planning
Client Types
ATTESSA CAPITAL LLC serves a diverse range of clients including:
- Individuals
- High net worth individuals
- Businesses
- Corporations
Fees & Compensation
ATTESSA CAPITAL LLC charges its clients on a fee-only basis, which means they do not receive commissions for selling specific investment products. This ensures that their advisors always act in the best interest of their clients. The fees charged by ATTESSA CAPITAL LLC are based on a percentage of assets under management and are highly competitive within the industry.
Background
ATTESSA CAPITAL LLC was founded in 2000 and has been providing expert financial guidance and investment management services for over 20 years. The firm is registered with the Securities and Exchange Commission (SEC) and is held to a fiduciary standard, meaning they are legally obligated to always act in the best interest of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ATTESSA CAPITAL LLC is required to disclose any potential conflicts of interest to their clients. This includes any financial arrangements they have with third-party firms and any fees or compensation they may receive for recommending specific investment products. ATTESSA CAPITAL LLC takes these disclosures seriously and always ensures full transparency with their clients.