How does the advisor help clients – Key Takeaways:
INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC is a financial management firm that specializes in providing expert advice and guidance to its clients. With a team of experienced professionals, the firm aims to help clients achieve their financial goals and make informed decisions regarding their investments and assets. Their services include portfolio management, retirement planning, estate planning, tax planning, and more.
Facts and Insights:
INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC has been in business for over 10 years, since its establishment in 2010. They currently manage assets worth over $500 million, with a team of 8 advisors who are experts in their respective fields. The firm prides itself on its client-centric approach and its ability to provide customized solutions to each client based on their unique financial situation and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 8 |
Financial Services Offered:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Wealth Management
- Financial Consulting
Client Types:
INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They also work with institutional clients such as corporations, pension funds, and endowments. The firm is equipped to cater to the unique needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation:
The firm operates on a fee-only structure, which means that they do not earn commissions or receive any form of compensation for recommending specific products or investments. Instead, they charge clients a fee based on a percentage of the assets under management. This fee structure ensures that the firm is aligned with their clients’ best interests and does not have any conflicts of interest.
Background:
The team at INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC is made up of highly experienced and knowledgeable professionals in the financial industry. They have a deep understanding of the market trends and are always up-to-date with the latest financial news and regulations. This expertise enables them to provide top-notch financial advice and services to their clients, helping them achieve their long-term financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, INTELLIGENT FANATICS CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Clients can easily access this information by checking the firm’s Form ADV, which is publicly available on the U.S. Securities and Exchange Commission’s website.