How does the advisor help clients – Key Takeaways:
Manley Capital Management, LLC is dedicated to providing expert financial services to clients in an efficient and confidential manner. They prioritize their clients’ needs and goals and offer personalized solutions to help them achieve financial success. Their team of knowledgeable advisors continuously strives to stay up-to-date with the latest market trends and regulations to provide the best possible advice and services to their clients.
Facts and Insights
Manley Capital Management, LLC is a privately-owned financial services firm that was founded in 2008. They are located in the heart of the financial district in New York City and have a team of experienced advisors who have an industry-wide reputation for excellence. They have built a strong portfolio consisting of a diverse range of clients, including individuals, families, and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 13 years |
Financial Services Offered
Manley Capital Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide personalized financial advice to help clients make informed decisions regarding their financial goals.
Client Types
Manley Capital Management, LLC serves individuals, families, and institutions who are in need of expert financial advice and services. Their clients come from various backgrounds and have different financial goals, but they all have one thing in common – the desire for financial success.
Fees & Compensation
Manley Capital Management, LLC charges their clients a fee-based on a percentage of their assets under management. This structure aligns the interests of the firm with those of their clients, as the more their clients’ assets grow, the more the firm earns. They believe this fee structure is transparent and fair, and it motivates them to work in the best interest of their clients.
Background
Manley Capital Management, LLC was founded by John Manley, a seasoned financial expert with over 20 years of experience in the industry. He is dedicated to providing his clients with the highest level of service and expert advice to help them achieve their financial goals. He has built a team of experienced professionals who share his commitment to delivering excellent financial services to their clients.
Financial Advisor Disclosures to Know
Manley Capital Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interest of their clients and disclose any conflicts of interest. They have a clean regulatory record with no legal or disciplinary actions taken against the firm or its advisors. They are committed to maintaining the highest level of integrity and transparency in all their dealings with their clients.