…. .
How does the advisor help clients – Key Takeaways:
GTT Capital Management, LLC provides financial expertise and assistance to its clients, serving as a trusted partner in managing their assets and achieving their financial goals. With years of experience and a team of skilled advisors, GTT Capital Management, LLC has established itself as a top choice for individuals and organizations seeking financial services.
Facts and Insights
GTT Capital Management, LLC is a well-respected financial management firm that has been in business for over a decade. They are known for their highly personalized approach to advising and managing clients’ assets, as well as their commitment to transparency and integrity. Some key facts and insights about GTT Capital Management, LLC include:
- Over $500 million in assets under management (AUM)
- A team of 10 skilled and experienced financial advisors
- Has been in business since 2009
- Emphasizes a long-term, strategic approach to portfolio management and financial planning
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2019 | $500 million | 10 |
| 2018 | $450 million | 8 |
| 2017 | $400 million | 6 |
Financial Services Offered
GTT Capital Management, LLC offers a range of financial services to meet the needs of its diverse client base. These services include:
- Wealth management and investment advisory
- Estate planning and trust services
- Retirement planning
- Tax planning and preparation
- Risk management and insurance planning
Client Types
GTT Capital Management, LLC works with a variety of clients, including:
- Individuals and families seeking wealth management and financial planning services
- Business owners and executives
- Non-profit organizations and foundations
- Trusts and estates
Fees & Compensation
GTT Capital Management, LLC operates on a fee-based model, meaning that their fees are based on a percentage of the assets they manage for their clients. This ensures that the firm’s interests are aligned with those of their clients, as they only make money when their clients’ assets grow and perform well. Transparency is a key value at GTT Capital Management, LLC, and all fees are fully disclosed and agreed upon before any services are rendered.
Background
GTT Capital Management, LLC was founded in 2009 by a team of experienced and passionate financial advisors who wanted to provide personalized, comprehensive financial services to their clients. Since then, the firm has grown to become one of the leading financial management firms in the industry, known for its expertise, integrity, and commitment to client success.
Financial Advisor Disclosures to Know
GTT Capital Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are held to strict regulatory standards and must disclose any conflicts of interest to their clients. This includes any potential conflicts of interest that may arise from recommending certain investments or receiving compensation from third parties. GTT Capital Management, LLC takes these disclosures seriously and is committed to acting in the best interest of their clients at all times.