How does INTERVAL CAPITAL MANAGEMENT, LLC help clients? – Key Takeaways:
As a trusted financial expert, INTERVAL CAPITAL MANAGEMENT, LLC focuses on providing personalized and comprehensive financial solutions to its clients. By leveraging their years of experience and expertise, the firm offers a wide range of financial services to help clients achieve their financial goals.
Facts and Insights:
Here are some key facts and insights about INTERVAL CAPITAL MANAGEMENT, LLC:
| Assets Under Management | Over $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered:
INTERVAL CAPITAL MANAGEMENT, LLC offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Debt management
Client Types:
The firm caters to a diverse clientele, including:
- High-net-worth individuals
- Families
- Business owners
- Trusts
- Corporations
Fees & Compensation:
INTERVAL CAPITAL MANAGEMENT, LLC charges a fee-based compensation structure, which means that the firm earns a percentage of assets under management or a flat fee for its services. This ensures that the firm’s interests are aligned with its clients’ interests.
Background:
Established in 2005, INTERVAL CAPITAL MANAGEMENT, LLC has been providing top-notch financial services to its clients for 15 years. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and is based in New York City.
Financial Advisor Disclosures to Know:
It is essential for clients to understand any potential conflicts of interest or disciplinary actions of their financial advisor. INTERVAL CAPITAL MANAGEMENT, LLC has no disciplinary actions or regulatory sanctions, and all of its advisors have clean records. This shows the firm’s commitment to providing transparent and ethical financial services to its clients.