About MATRIX PRIVATE CAPITAL GROUP
MATRIX PRIVATE CAPITAL GROUP is a leading financial advisory firm that helps clients navigate their financial goals and make informed investment decisions. With a team of experienced advisors and a comprehensive suite of financial services, MATRIX PRIVATE CAPITAL GROUP is dedicated to providing top-notch financial solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and guidance
- Offers a wide range of financial services
- Tailors solutions to fit client’s unique goals and needs
- Strives for long-term relationships with clients
Facts and Insights
Founded in 2005, MATRIX PRIVATE CAPITAL GROUP has established a strong reputation in the financial industry for its advanced advisory services and commitment to client success. The firm is dedicated to staying on top of market trends and implementing cutting-edge strategies to help clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 12 | 16 |
Financial Services Offered
MATRIX PRIVATE CAPITAL GROUP offers a range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
MATRIX PRIVATE CAPITAL GROUP serves a diverse range of clients, including:
- Individuals
- High net-worth individuals
- Small business owners
- Non-profit organizations
Fees & Compensation
MATRIX PRIVATE CAPITAL GROUP charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with its clients’ interests. The firm believes in transparent and fair pricing and strives to provide value for its services.
Background
The team at MATRIX PRIVATE CAPITAL GROUP has a wealth of experience in the financial industry and comes from a diverse background. Each advisor brings a unique set of skills and knowledge to the firm, allowing for a well-rounded and comprehensive approach to financial planning and management.
Financial Advisor Disclosures to Know
All financial advisors at MATRIX PRIVATE CAPITAL GROUP are registered with the Securities and Exchange Commission (SEC) and have a clean record with no disciplinary actions. The firm is also a member of the Financial Industry Regulatory Authority (FINRA), adhering to its strict standards of conduct and ethics.