How does the advisor help clients – Key Takeaways:
COROLLARY CAPITAL LLC is a highly experienced and knowledgeable financial advisory firm that prides itself on providing top-class financial advice to its diverse clientele. With their expertise in the various aspects of financial management, they excel at helping clients achieve their financial goals and secure their financial future.
Below are some of the key takeaways of how COROLLARY CAPITAL LLC helps their clients:
- Offering a range of financial services to cater to individual needs.
- Working with a diverse client base, including high-net-worth individuals, families, and businesses.
- Competitive fees and compensation structure.
- Clear and transparent communication with clients.
Facts and Insights
COROLLARY CAPITAL LLC was established in 2005 and has since then provided exceptional financial services to its clients. With over 15 years of experience in the industry, the firm has gained valuable insights and expertise, making it a go-to advisor for financial management.
As of 2021, COROLLARY CAPITAL LLC manages over $1 billion in assets under management (AUM), and has a team of 10 experienced advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | AUM (in billions) |
|---|---|---|
| 2005 | 10 | $1 |
Financial Services Offered
COROLLARY CAPITAL LLC understands that financial management is a complex process and offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning and consulting
Client Types
COROLLARY CAPITAL LLC works with a diverse client base, catering to the individualized needs of high-net-worth individuals, families, and businesses. This diversity of clients allows the firm to gain valuable insights and expertise in providing customized financial solutions for each client.
Fees & Compensation
COROLLARY CAPITAL LLC offers a competitive fee and compensation structure to its clients. This fee structure is based on a percentage of AUM and is determined in consultation with the client to ensure transparency and fair compensation.
Background
The COROLLARY CAPITAL LLC team is composed of highly skilled and experienced financial advisors who bring a wealth of knowledge and expertise to their clients. With diverse backgrounds and specialties, the team works collaboratively to provide comprehensive financial solutions that are tailored to the client’s needs.
Financial Advisor Disclosures to Know
As a responsible financial advisory firm, COROLLARY CAPITAL LLC takes great care to follow all regulations and disclosure requirements set by industry authorities. This ensures transparency and trust between the firm and its clients.
Some important disclosures to know are listed below:
- The firm is registered with the Securities and Exchange Commission (SEC).
- All advisors working with COROLLARY CAPITAL LLC are properly licensed and registered with the appropriate regulatory bodies.
- The firm has no disciplinary actions taken against it by any regulatory bodies.