How does the advisor help clients – Key Takeaways:
E*TRADE Capital Management, LLC is a leading financial advisor that offers a wide range of services to help clients achieve their financial goals. With years of experience in the industry, E*TRADE Capital Management, LLC offers expert guidance and personalized solutions to its clients.
Facts and Insights
E*TRADE Capital Management, LLC has been in business since 2002 and has grown to become one of the top investment advisors in the United States. It currently manages over $51.9 billion in assets for its clients. With a team of highly skilled advisors, E*TRADE Capital Management, LLC is committed to providing the best possible financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| E*TRADE Capital Management, LLC | $51.9 billion | 100+ | Since 2002 |
Financial Services Offered
E*TRADE Capital Management, LLC offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services offered by the advisor include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
E*TRADE Capital Management, LLC caters to a diverse range of clients, including individuals, families, trusts, and businesses. The advisor understands that each client has unique financial goals and offers personalized solutions to help them achieve their objectives.
Fees & Compensation
E*TRADE Capital Management, LLC primarily charges fees based on a percentage of assets under management. This fee structure ensures that the advisor’s interests are aligned with the clients’ interests. The specific fee percentages may vary based on the type of services and the client’s investment portfolio.
Background
E*TRADE Capital Management, LLC is a subsidiary of E*TRADE Financial Corporation and is registered with the Securities and Exchange Commission (SEC). The advisor has a team of experienced and qualified advisors who are dedicated to providing the best financial services to its clients.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is essential to be aware of any disclosures or regulatory actions against them. E*TRADE Capital Management, LLC does not have any disclosures or actions currently reported by the SEC or any other regulatory body.