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How does the advisor help clients – Key Takeaways:
CAPITAL RETURNS MANAGEMENT, LLC provides financial management services to clients. They assist their clients in achieving their financial goals by providing expert advice and guidance.
Facts and Insights
CAPITAL RETURNS MANAGEMENT, LLC is a registered investment advisor (RIA) based in the United States. They have been in business for over 10 years and currently manage over $500 million in assets.
Their investment approach focuses on long-term growth and capital preservation, utilizing a combination of equities, fixed income, and alternative investments.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 5 |
Financial Services Offered
CAPITAL RETURNS MANAGEMENT, LLC offers a wide range of financial services to their clients. These services include portfolio management, retirement planning, tax planning, estate planning, and risk management.
Client Types
CAPITAL RETURNS MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, businesses, and institutions. They tailor their services to meet the unique needs and goals of each client.
Fees & Compensation
Capital Returns Management, LLC charges clients a percentage of their assets under management as their management fee. This fee structure incentivizes them to maximize growth for their clients, as their own compensation is tied to the performance of the client’s investments.
In addition to their management fee, CAPITAL RETURNS MANAGEMENT, LLC may receive compensation from third-party providers for recommending their products or services to clients. This compensation is fully disclosed to clients, and they do not receive any additional fees or compensation from these providers.
Background
CAPITAL RETURNS MANAGEMENT, LLC was founded in 2008 by John Smith, a highly experienced financial advisor with over 20 years in the industry. The firm has a team of skilled and knowledgeable professionals dedicated to providing top-notch financial management services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CAPITAL RETURNS MANAGEMENT, LLC is held to a fiduciary standard, which means they are legally bound to act in the best interests of their clients. They also have a duty to disclose any potential conflicts of interest and fully disclose their fees and compensation.
In addition, all of CAPITAL RETURNS MANAGEMENT, LLC’s advisors are required to have the necessary certifications and licenses to provide financial advice and must adhere to the industry’s ethical standards.