How does the advisor help clients – Key Takeaways:
Cottingham Management Company, LLC is a highly reputable financial management firm that provides expert advice and solutions to clients seeking to grow and manage their wealth. With a broad range of financial services, Cottingham Management Company is able to cater to the diverse needs of its clients and help them achieve their financial goals.
The following are some key takeaways of how Cottingham Management Company helps its clients:
- Provides personalized and comprehensive financial planning geared towards the individual needs of each client.
- Offers a wide range of investment options and strategies, including both traditional and alternative investments.
- Utilizes cutting-edge technology and analytical tools to ensure efficient and effective management of clients’ portfolios.
- Offers ongoing support and guidance to help clients adapt and adjust their financial plans as their circumstances change.
Facts and Insights
Cottingham Management Company, LLC is a privately owned financial management firm based in New York City. The company was founded in 2002 and has since grown to become one of the most respected names in the industry. With a team of highly experienced financial experts and advisors, Cottingham Management Company is able to provide top-notch advice and guidance to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (USD) | Number of Advisors |
|---|---|---|
| 2018 | $500 million | 12 |
| 2019 | $600 million | 15 |
| 2020 | $700 million | 20 |
Financial Services Offered
Cottingham Management Company offers a comprehensive range of financial services to its clients. These include:
- Financial planning and analysis
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Educational planning
- Charitable giving
Client Types
Cottingham Management Company caters to a diverse range of clients, including individuals, families, small business owners, and institutions. The company has the expertise to tailor its services to meet the unique financial goals and needs of each client.
Fees & Compensation
Cottingham Management Company charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the company only earns more when its clients’ portfolios perform well. The firm also discloses all fees and compensation to its clients in a clear and transparent manner.
Background
Cottingham Management Company was founded by John Cottingham, a highly respected financial advisor with over 30 years of experience in the industry. John has assembled a team of top-notch financial experts who are dedicated to providing the best possible service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cottingham Management Company is held to the highest fiduciary standard, which means the company is legally obligated to act in the best interests of its clients. Furthermore, the firm has a strict code of ethics and provides full disclosure of any potential conflicts of interest.