How does the advisor help clients – Key Takeaways:
Liquid Capital Management LLC is a financial firm that provides expert guidance and management of client assets. They offer a range of financial services to individuals and businesses, and have a team of experienced advisors who have a deep understanding of the financial industry.
Facts and Insights:
As of June 2021, Liquid Capital Management LLC has approximately $500 million in assets under management. They have a team of 10 advisors who collectively have over 50 years of experience in the financial industry. The firm has been in business for over 10 years, and has established a strong reputation for delivering personalized and effective financial solutions to their clients.
| Year | Assets under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | 500 | 10 |
| 2020 | 450 | 9 |
| 2019 | 400 | 8 |
| 2018 | 350 | 7 |
Financial Services Offered:
Liquid Capital Management LLC offers a range of financial services to suit the needs of their clients. These services include investment management, retirement planning, tax planning, and insurance and risk management. They also offer financial planning services that help clients identify and achieve their long-term financial goals.
Client Types:
The firm caters to a diverse set of clients, including high net worth individuals, families, and businesses. They have the experience and expertise to provide customized financial solutions to different types of clients, understanding the unique needs and goals of each individual or entity.
Fees & Compensation:
Liquid Capital Management LLC is a fee-only firm, which means they do not earn commissions from the products or services they recommend to clients. They charge a percentage of assets under management as their fee, typically ranging from 1% to 2% depending on the size of the account.
Background:
The advisors at Liquid Capital Management LLC have a strong educational background and industry experience. They hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and regularly attend seminars and conferences to stay updated with the latest industry trends and best practices.
Financial Advisor Disclosures to Know:
Liquid Capital Management LLC has a clean record, with no disclosures on their regulatory record or any legal or disciplinary actions taken against them. This shows their commitment to ethics and providing honest and trustworthy financial advice to their clients.