How does the advisor help clients – Key Takeaways:
DRUM CAPITAL MANAGEMENT LLC provides comprehensive financial planning and investment management services to clients. With a focus on personalized solutions, their team of experienced advisors helps clients reach their financial goals and plan for the future.
Facts and Insights:
DRUM CAPITAL MANAGEMENT LLC was founded in 2010 and has been in business for 10 years. Currently, they manage over $500 million in assets and have a team of 5 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2010 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 5 |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Education planning
Client Types:
DRUM CAPITAL MANAGEMENT LLC serves a diverse group of clients, including individuals, families, small business owners, and corporate executives. They tailor their services to meet the unique needs and goals of each client.
Fees & Compensation:
DRUM CAPITAL MANAGEMENT LLC charges a percentage of assets under management as their fee, with rates varying based on the size and complexity of the client’s portfolio. They do not receive any commissions or compensation for recommending specific products or investments, ensuring that their advice is always in the best interest of their clients.
Background:
DRUM CAPITAL MANAGEMENT LLC was founded by a team of experienced financial professionals, each with a unique set of skills and expertise. Their combined knowledge and dedication to their clients have helped them become a trusted and respected name in the financial industry.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or legal disclosures. DRUM CAPITAL MANAGEMENT LLC is a registered investment advisor and is required to disclose any potential conflicts or disciplinary actions. Clients can access this information through the SEC’s Investment Advisor Public Disclosure (IAPD) website or by requesting the firm’s Form ADV.