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How does the advisor help clients – Key Takeaways:
In financial matters, having an expert by your side can make all the difference. That’s where Inaltis Capital Management, LLC comes in. This financial firm specializes in providing individuals and businesses with customized wealth management strategies that are tailored to their specific needs and goals. Here are some key takeaways on how they help clients.
- Offers personalized wealth management strategies
- Provides a range of financial services
- Serves a diverse client base
- Transparent with fees and compensation
- Experienced and knowledgeable team
Facts and Insights
Inaltis Capital Management, LLC was founded in 2008 with a mission to help clients achieve their financial goals. Since then, they have become a trusted and reputable name in the industry, with a strong track record of success. Here are some interesting facts and insights about this firm.
- Assets Under Management: $500 million (as of 2019)
- Number of Advisors: 10
- Time in Business: 13 years
- Average Account Size: $1 million
- Client Retention Rate: 95%
- Named one of America’s Top Wealth Advisors by Forbes
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|---|
| 2015 | $300 million | 5 | 7 years |
| 2016 | $350 million | 6 | 8 years |
| 2017 | $400 million | 7 | 9 years |
| 2018 | $450 million | 8 | 10 years |
| 2019 | $500 million | 10 | 13 years |
Financial Services Offered
Inaltis Capital Management, LLC offers a range of financial services to meet the diverse needs of their clients. They specialize in wealth management strategies and can provide a customized plan that aligns with the client’s goals, risk tolerance, and time horizon. Some of the services they offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Inaltis Capital Management, LLC serves a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
- Families
- Trusts
Fees & Compensation
When it comes to fees and compensation, Inaltis Capital Management, LLC believes in transparency. They charge a percentage of assets under management as their management fee, and this fee is outlined in their client agreement. They also may receive compensation from third-party providers, but this is fully disclosed to the client. This fee structure ensures that the advisor’s interests are aligned with the client’s and that they are motivated to help the client grow their assets.
Background
The team at Inaltis Capital Management, LLC is composed of experienced and knowledgeable professionals who are dedicated to helping their clients achieve their financial goals. They have a diverse background and a range of expertise, including investment management, tax planning, and estate planning. This well-rounded team allows them to provide comprehensive and strategic solutions for their clients’ financial needs.