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KALTBAUM CAPITAL MANAGEMENT
Kaltbaum Capital Management is a reputable financial advisory firm that provides a wide range of services to its clients. With a team of experienced and knowledgeable advisors, the firm acts as a financial expert for individuals and businesses seeking financial guidance.
Founded in 2000, Kaltbaum Capital Management has been in the business for over two decades and has established a strong track record of assisting clients in achieving their financial goals. The firm primarily focuses on providing customized financial solutions and advice that align with each client’s unique needs and objectives.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions tailored to each client’s specific needs and goals.
- Offers a range of financial services, including investment management, retirement planning, tax planning, and more.
- Works with clients to develop a comprehensive financial plan that takes into account their risk tolerance and long-term objectives.
- Regularly monitors and adjusts clients’ portfolios to ensure they remain inline with their financial goals and market conditions.
Facts and Insights
Below are some key numbers and insights about Kaltbaum Capital Management:
| Assets Under Management | $500 million* |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 20 years |
*Current as of 2021
Financial Services Offered
Kaltbaum Capital Management offers a comprehensive array of financial services that cover every aspect of a client’s financial well-being. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Business/Corporate retirement plans
- And more
Client Types
Kaltbaum Capital Management serves a diverse client base that includes individuals, families, retirees, and businesses. The firm caters to clients with varying levels of wealth, from high-net-worth individuals to those just starting their financial journey.
Fees & Compensation
Kaltbaum Capital Management is a fee-based financial advisor, which means the firm charges a percentage of assets under management as its fee. The exact fee structure may vary based on the services and level of assets held by the client. The firm also provides fee-only financial planning services for clients who prefer a flat fee rather than a percentage of assets.
Background
Kaltbaum Capital Management was founded by Gary Kaltbaum, a seasoned financial advisor with over three decades of experience in the industry. He and his team of advisors are known for their conservative investment approach and strong commitment to ethical practices and integrity.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s crucial to know about any potential conflicts of interest or disciplinary actions. Kaltbaum Capital Management has a clean record and no reported disclosures on its record, demonstrating their commitment to transparency and client satisfaction.