How does the advisor help clients – Key Takeaways:
CARROLLWOOD CAPITAL MANAGEMENT, LP is a reputable financial management firm that provides expert services to clients. With a team of experienced professionals and a wealth of knowledge in the financial industry, the firm is capable of offering top-notch financial advice and management to its clients.
Facts and Insights:
As of September 2020, CARROLLWOOD CAPITAL MANAGEMENT, LP had assets under management (AUM) of $500 million, with a total of 8 advisors working with the firm. The firm has been in operation for over 15 years, bringing a wealth of experience and expertise to the table.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM): | $500 million |
| Number of Advisors: | 8 |
| Time in Business: | Over 15 years |
Financial Services Offered:
CARROLLWOOD CAPITAL MANAGEMENT, LP offers a wide range of financial services to its clients. These include investment management, retirement planning, estate planning, tax planning, and risk management. The firm utilizes its expertise and resources to help clients achieve their financial goals.
Client Types:
The firm primarily serves high-net-worth individuals, as well as institutions and corporations. With a personalized approach to financial management, CARROLLWOOD CAPITAL MANAGEMENT, LP caters to the unique needs of each client and provides tailored solutions to help them achieve their financial objectives.
Fees & Compensation:
CARROLLWOOD CAPITAL MANAGEMENT, LP charges a fee based on a percentage of the client’s AUM. The firm believes that this fee structure aligns with the client’s best interests, as they only benefit when the client’s investments grow. Fees are discussed and agreed upon during the initial consultation.
Background:
CARROLLWOOD CAPITAL MANAGEMENT, LP was founded in 2005 by financial experts with over 30 years of combined experience. The firm prides itself on its team of skilled professionals who are dedicated to providing top-notch financial services to clients. The firm’s success is built on a strong foundation of trust, integrity, and putting clients’ interests first.
Financial Advisor Disclosures to Know:
As a financial expert, CARROLLWOOD CAPITAL MANAGEMENT, LP is required to disclose any potential conflicts of interest, disciplinary actions, or other important information that could impact their relationship with clients. These disclosures can be found in the firm’s Form ADV, which is available upon request or on the Securities and Exchange Commission website.