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How does the advisor help clients – Key Takeaways:
E CAPITAL MANAGEMENT L.P. helps clients achieve their financial goals through expert financial management and personalized investment strategies. The firm specializes in providing a wide range of financial services to high net worth individuals, institutions, and corporations. With a team of experienced advisors and a proven track record of success, E CAPITAL MANAGEMENT L.P. is a trusted partner for clients looking to grow and protect their wealth.
Facts and Insights
E CAPITAL MANAGEMENT L.P. was founded in 2001 and is headquartered in Los Angeles, California. The firm has over 20 advisors and manages nearly $2 billion in assets under management. The team at E CAPITAL MANAGEMENT L.P. has a combined experience of over 100 years in the financial industry, bringing a wealth of knowledge and expertise to their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.9 billion | 20+ | Since 2001 |
Financial Services Offered
E CAPITAL MANAGEMENT L.P. offers a wide range of financial services, including investment management, financial planning, tax planning, retirement planning, and estate planning. The firm takes a holistic approach to financial management, considering all aspects of a client’s financial situation in order to create a comprehensive and personalized strategy.
Client Types
E CAPITAL MANAGEMENT L.P. works with a diverse range of clients, including high net worth individuals, families, institutions, and corporations. The firm prides itself on providing personalized and tailored services to meet the unique needs and goals of each client. Whether an individual is looking to plan for retirement, grow their wealth, or manage their assets, E CAPITAL MANAGEMENT L.P. has the expertise and resources to assist.
Fees & Compensation
E CAPITAL MANAGEMENT L.P. operates on a fee-based model, charging clients a percentage of their assets under management as a management fee. This ensures that the firm’s interests are aligned with their clients’ interests, as the firm only earns more when their clients’ portfolios grow. There are no hidden fees or commissions, providing transparency and trust in the client-advisor relationship.
Background
The team at E CAPITAL MANAGEMENT L.P. is made up of experienced and highly educated professionals, with backgrounds in finance, accounting, and business. The firm places a strong emphasis on continuing education and staying updated on the latest financial trends and strategies. This dedication to knowledge and expertise allows E CAPITAL MANAGEMENT L.P. to provide top-notch services and guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, E CAPITAL MANAGEMENT L.P. is subject to regulations and disclosures that ensure transparency and accountability to their clients. These include publicly available disclosures such as the firm’s Form ADV, which outlines their services, fees, and any potential conflicts of interest. Clients can feel confident knowing that their best interests are always the top priority at E CAPITAL MANAGEMENT L.P.