FATHOM CAPITAL MANAGEMENT, LLC – Your Trusted Financial Expert
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Offers a wide range of financial services
- Serves different types of clients with varying needs
- Transparent in fees and compensation
- Highly experienced and reputable in the financial industry
- Provides full disclosure of important information to clients
Facts and Insights
FATHOM CAPITAL MANAGEMENT, LLC is a reputable financial firm that specializes in providing expert financial advice and services. With years of experience in the industry, the firm has established a strong foundation in helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
FATHOM CAPITAL MANAGEMENT, LLC understands that each client has unique financial needs and goals. That is why the firm offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Portfolio management
- Retirement planning
- Estate planning
- Wealth management
- Tax planning
- Education planning
- And much more
Client Types
FATHOM CAPITAL MANAGEMENT, LLC serves a diverse range of clients, which includes:
- High net worth individuals
- Small and medium-sized businesses
- Retirees
- Young professionals
- And more
Fees & Compensation
FATHOM CAPITAL MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. The firm operates under a fee-based structure, where clients pay a percentage of their assets under management. This ensures that the firm’s interests are aligned with the clients’ and that they are working towards the same goal.
Background
FATHOM CAPITAL MANAGEMENT, LLC was founded in 2008 by a team of experienced and reputable financial experts. They have built a solid reputation in the industry for providing expert financial advice and services that are tailored to the individual needs of their clients.
Financial Advisor Disclosures to Know
As a trusted financial expert, FATHOM CAPITAL MANAGEMENT, LLC believes in full disclosure to their clients. Some important disclosures to note include:
- No history of regulatory actions or complaints
- No disciplinary disclosures
- 100% of the firm’s assets come from individual clients