How does the advisor help clients – Key Takeaways:
Fundamental Capital, LLC is a prestigious financial firm that provides expert guidance and assistance to clients seeking to manage their wealth effectively. They offer a range of comprehensive financial services and have a team of experienced advisors who are committed to helping clients achieve their financial goals.
Facts and Insights
Fundamental Capital, LLC has been operating for 15 years and has established a strong reputation for providing high-quality financial advice and services. With over $1 billion in assets under management, the firm has a proven track record of delivering successful outcomes for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- College savings planning
Client Types
Fundamental Capital, LLC caters to a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
The firm primarily charges a percentage of assets under management and may also charge an additional fee for certain financial planning services. This fee structure aligns the firm’s interests with those of the clients, as the advisors only earn more as the client’s investments grow.
Background
Founded in 2005, Fundamental Capital, LLC is a privately-owned financial firm headquartered in New York City. The firm prides itself on its team of skilled and knowledgeable advisors who have diverse backgrounds and industry experience. They use cutting-edge technology and a personalized approach to help clients achieve their financial objectives.
Financial Advisor Disclosures to Know
Fundamental Capital, LLC is a registered investment advisor (RIA) and is governed by the Securities and Exchange Commission (SEC). This means the firm must adhere to strict regulations and is held to high ethical and fiduciary standards. Additionally, the firm’s advisors have no disciplinary actions or disclosures on their records.