How does the advisor help clients – Key Takeaways:
Based in New York City, ATTLEE CAPITAL LLC is a financial advisory firm that seeks to provide clients with personalized investment strategies to help them achieve their financial goals. The firm specializes in a variety of financial services and caters to a diverse range of clients.
Facts and Insights:
Despite the firm’s relatively small size, ATTLEE CAPITAL LLC has established a strong presence in the financial advisory industry. With assets under management of over $500 million and a team of seasoned professionals, the firm is well-positioned to assist clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $500 million+ | 10+ |
Financial Services Offered:
ATTLEE CAPITAL LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm also provides personalized financial planning and advice to help clients reach their financial goals.
Client Types:
The firm’s client base includes high-net-worth individuals, families, and small business owners. ATTLEE CAPITAL LLC also caters to institutional clients, such as pension plans and corporations, providing them with investment advisory and management services.
Fees & Compensation:
ATTLEE CAPITAL LLC operates on a fee-based model, meaning that the firm charges clients a percentage of their assets under management as compensation for its services. This aligns the firm’s interests with those of its clients, as the more successful the firm’s investment strategies are, the higher the compensation it receives.
Background:
The firm was founded in 2002 by John Atlee, a seasoned financial advisor with over 25 years of experience in the industry. Under his leadership, ATTLEE CAPITAL LLC has become a trusted partner for clients seeking financial advice and services.
Financial Advisor Disclosures to Know:
As a registered investment advisor, ATTLEE CAPITAL LLC has a fiduciary duty to act in the best interests of its clients. This means that the firm is legally obligated to prioritize its clients’ interests above its own. The firm also has a clean disciplinary record, with no reported regulatory actions or disciplinary events.