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How does CTM CAPITAL MANAGEMENT, LLC help clients – Key Takeaways:
- CTM CAPITAL MANAGEMENT, LLC is a financial firm providing expert guidance and services to clients.
- The advisor offers a variety of financial services and caters to a diverse range of clients.
- CTM CAPITAL MANAGEMENT, LLC operates under transparent practices and discloses all relevant information to clients.
Facts and Insights
CTM CAPITAL MANAGEMENT, LLC is a financial management company that specializes in providing expert guidance and services to clients. The firm is dedicated to helping clients achieve their financial goals and has a team of experienced and knowledgeable advisors who are committed to providing the best possible solutions.
CTM CAPITAL MANAGEMENT, LLC follows a client-centric approach and offers customized solutions to meet the unique needs and goals of each client. The advisors are well-versed in various financial strategies and work closely with clients to develop tailored plans that align with their specific objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 10+ years |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Educational funding planning
Client Types
CTM CAPITAL MANAGEMENT, LLC caters to a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Retirees
- Business owners
- Trusts and estates
Fees & Compensation
CTM CAPITAL MANAGEMENT, LLC operates on a fee-only basis, which means the firm’s revenue is solely generated from the fees paid by clients for the services provided. This ensures that the advisors’ recommendations are always in the best interest of the clients, as there is no conflict of interest due to commissions or other incentives.
The firm’s fee structure is based on a percentage of the assets under management, and the exact percentage may vary depending on the complexity of the client’s financial situation. The fees are fully disclosed and transparent, and clients are aware of them before signing any agreements.
Background
CTM CAPITAL MANAGEMENT, LLC was founded in 2005 and has been helping clients achieve their financial goals for over a decade. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and operates in compliance with all relevant regulations and laws.
Financial Advisor Disclosures to Know
CTM CAPITAL MANAGEMENT, LLC believes in maintaining transparency with clients and discloses all relevant information, including any potential conflicts of interest or previous disciplinary actions, before entering into a working relationship with a client. The firm has a clean record with no disciplinary actions taken against it or its advisors.
Clients can access the firm’s Form ADV, which contains important information such as services offered, fees, and any conflicts of interest, on the SEC’s website or by contacting the firm directly.