How does LIMBER CAPITAL LLC help clients – Key Takeaways:
LIMBER CAPITAL LLC is a financial advisor firm that provides clients with expert financial guidance and support. With a team of highly qualified and experienced advisors, they offer a range of services to help individuals and businesses achieve their financial goals.
Facts and Insights
Founded in 2004, LIMBER CAPITAL LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York City and has a team of 10 advisors who are dedicated to providing personalized and comprehensive financial planning services to their clients.
According to publicly available data, LIMBER CAPITAL LLC has over $500 million in assets under management. This is a testament to their success in helping clients to grow and manage their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 15+ years |
Financial Services Offered
LIMBER CAPITAL LLC offers a wide range of financial services to their clients, including investment management, retirement planning, wealth management, tax planning, and estate planning. They also provide comprehensive financial planning to help clients achieve their long-term financial goals.
Client Types
LIMBER CAPITAL LLC caters to a diverse group of clients, including high net worth individuals, businesses, and institutional clients. Their goal is to provide customized financial solutions that meet the unique needs and goals of each client.
Fees & Compensation
LIMBER CAPITAL LLC charges a percentage of AUM as their fee for portfolio management services. The exact fee varies depending on the size and complexity of the portfolio. They also offer hourly or flat fee arrangements for financial planning services. The firm is committed to being transparent and upfront about their fees, ensuring that there are no hidden costs for their clients.
Background
LIMBER CAPITAL LLC was founded by a team of passionate and experienced financial advisors who shared a common goal – to provide top-notch financial guidance and support to clients. The firm remains true to this mission, and their success is a testament to their dedication to their clients’ financial well-being.
Financial Advisor Disclosures to Know
LIMBER CAPITAL LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They are legally bound to act in the best interests of their clients and to disclose any conflicts of interest. The firm also has a strict code of ethics and compliance policies in place to ensure that their clients’ interests are always put first.