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MATHEMATICA CAPITAL MANAGEMENT, LLC is a well-established financial management firm that provides expert guidance to its clients. With years of experience and a team of highly skilled financial experts, the firm has successfully helped numerous individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Offers a wide range of financial services
- Caters to various types of clients
- Transparent and fair fees
- Experienced and knowledgeable team
Facts and Insights
- Founded in 2005
- Assets under Management: $500 million*
- Number of Advisors: 10*
- Highly experienced team with over 50 years of combined experience
- Offices located in New York City and Los Angeles
Assets Under Management, Number of Advisors and Time in Business:
| Mathematica Capital Management, LLC | |
|---|---|
| Assets Under Management: | $500 million* |
| Number of Advisors: | 10* |
| Time in Business: | 15 years* |
*Numbers are based on publicly available information.
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Institutional Services
Client Types
- High Net Worth Individuals
- Families
- Small Businesses
- Clients in the Entertainment Industry
Fees & Compensation
Mathematica Capital Management, LLC believes in transparency and fairness when it comes to fees and compensation. The firm charges a percentage of assets under management for its investment management services. As for financial planning services, the firm charges an hourly fee or a flat fee, depending on the complexity of the client’s needs. They do not receive any compensation from third parties, ensuring that their advice is unbiased and in the best interest of their clients.
Background
Mathematica Capital Management, LLC was founded in 2005 by a team of financial experts who saw a need for independent, unbiased financial advice in the market. They have since then built a strong reputation for their sound financial advice and excellent customer service. With a focus on long-term relationships, the firm has successfully helped clients navigate through different economic cycles and achieve financial success.
Financial Advisor Disclosures to Know
Mathematica Capital Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interest of its clients and to disclose any potential conflicts of interest. The firm’s Form ADV, which includes important information about their services, fees, and any potential conflicts of interest, is publicly available on the SEC’s website.
In conclusion, Mathematica Capital Management, LLC provides comprehensive financial services to a diverse range of clients. Their experienced team, transparent fees, and commitment to putting their clients’ needs first make them a reliable and trustworthy financial advisor that clients can count on for expert guidance.