Facts and Insights
MATCHPOINT CAPITAL MANAGEMENT, LLC is a highly respected financial management firm specializing in providing expert advice and guidance to clients looking to maximize their wealth and secure their financial future. Founded over 15 years ago, MATCHPOINT CAPITAL MANAGEMENT, LLC has become a leader in the industry, consistently delivering exceptional results to its diverse clientele.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $250 million | 10 |
Dedicated to delivering a personalized approach to each client, MATCHPOINT CAPITAL MANAGEMENT, LLC has a team of highly experienced and knowledgeable advisors who work closely with clients to understand their unique financial goals and create tailored strategies to achieve them.
Financial Services Offered
MATCHPOINT CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, and risk management. With a thorough understanding of the current market trends and the latest financial tools and strategies, the expert advisors at MATCHPOINT CAPITAL MANAGEMENT, LLC are able to provide clients with comprehensive solutions to help them achieve their financial objectives.
Client Types
MATCHPOINT CAPITAL MANAGEMENT, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm has a strong focus on building long-term relationships with clients and works closely with them to develop customized plans tailored to their unique needs and financial goals.
Fees & Compensation
MATCHPOINT CAPITAL MANAGEMENT, LLC operates on a fee-based compensation structure, meaning that the fees charged to clients are based on a percentage of the assets under management. This aligns the firm’s interests with those of its clients, as the firm only earns more when the client’s portfolio performs well.
Background
MATCHPOINT CAPITAL MANAGEMENT, LLC was founded by seasoned financial experts with extensive experience in the industry. The firm’s team of advisors has diverse backgrounds and expertise, allowing them to provide clients with comprehensive and well-rounded financial guidance.
Financial Advisor Disclosures to Know
As a highly reputable wealth management firm, MATCHPOINT CAPITAL MANAGEMENT, LLC follows strict compliance and regulatory guidelines. The firm has a clean record with no regulatory or disciplinary actions against it.