How does the advisor help clients – Key Takeaways:
MACOMA CAPITAL GROUP, LLC provides top-notch financial services to its clients, helping them achieve their financial goals. They offer personalized, comprehensive financial planning and wealth management services, tailor-made to suit each client’s unique needs and circumstances. With a team of highly experienced and knowledgeable advisors, MACOMA CAPITAL GROUP, LLC assists its clients in making informed financial decisions and achieving long-term financial success.
Facts and Insights
Founded in 2008, MACOMA CAPITAL GROUP, LLC has over a decade of experience in the financial industry. It has established itself as a trusted and reputable financial advisor, with a strong track record of success. The firm serves a diverse client base, ranging from individuals to businesses and institutions, helping them achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2008 | $500 | 12 |
| 2009 | $750 | 15 |
| 2010 | $1,000 | 20 |
| 2011 | $1,500 | 25 |
MACOMA CAPITAL GROUP, LLC has shown steady growth over the years, both in terms of assets under management and number of advisors. This reflects the firm’s strong performance and increasing demand for its services.
Financial Services Offered
- Comprehensive Financial Planning
- Wealth Management
- Investment Management
- Tax Planning and Management
- Retirement Planning
- Estate Planning
- Insurance and Risk Management
MACOMA CAPITAL GROUP, LLC offers a range of financial services to meet the diverse needs of its clients. From planning for retirement and managing investments to protecting wealth and creating an estate plan, the firm has the expertise and resources to ensure its clients’ financial well-being.
Client Types
- Individuals
- Families
- Businesses
- Institutions
MACOMA CAPITAL GROUP, LLC caters to a wide range of clients, including individuals, families, businesses, and institutions. This shows the firm’s ability to adapt and customize its services to suit the needs of various types of clients.
Fees & Compensation
MACOMA CAPITAL GROUP, LLC is a “fee-only” advisor, meaning it only charges a fee for the services it provides and does not receive commissions or compensation from third parties. The firm’s fees are based on a percentage of the client’s assets under management, ensuring that the advisor’s interests are aligned with those of the client.
Background
The team at MACOMA CAPITAL GROUP, LLC consists of highly experienced and qualified financial advisors who are dedicated to helping clients achieve their financial goals. With backgrounds in finance, accounting, and business, the advisors bring a diverse range of expertise to the firm, allowing it to offer comprehensive and holistic financial planning services.
Financial Advisor Disclosures to Know
As a registered investment advisor, MACOMA CAPITAL GROUP, LLC is required to provide full disclosure of any potential conflicts of interest or disciplinary actions. Clients can access this information on the Securities and Exchange Commission (SEC) website or by requesting it directly from the firm.