Your introduction
MCRAE CAPITAL MANAGEMENT L.L.C. is a highly reputable financial advisory firm that provides comprehensive financial management and investment services to clients. The firm has been in business for over 20 years, making it a trusted and experienced resource for individuals and businesses seeking expert financial advice.
How does the advisor help clients – Key Takeaways:
At MCRAE CAPITAL MANAGEMENT L.L.C., clients are the top priority. The firm prides itself on providing personalized financial solutions tailored to meet the unique needs of each client. Their team of financial experts use their extensive knowledge and experience to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Here are some key facts and insights about MCRAE CAPITAL MANAGEMENT L.L.C.:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion (as of 2019) | 10 | Over 20 years |
Financial Services Offered
MCRAE CAPITAL MANAGEMENT L.L.C. offers a wide range of financial services to clients, including investment management, financial planning, retirement planning, tax planning, risk management, and estate planning. Their team of experts works closely with each client to develop a customized financial plan that aligns with their goals and objectives.
Client Types
MCRAE CAPITAL MANAGEMENT L.L.C. caters to a diverse clientele, including high-net-worth individuals, families, and businesses. Their expertise and customized approach allow them to serve a variety of clients and provide them with tailored solutions to meet their specific financial needs.
Fees & Compensation
The firm is a fee-based advisor, which means they charge a fee based on a percentage of the total assets under management. This fee structure ensures that the advisor’s interests are aligned with the client’s goals, as the firm’s compensation is directly tied to the performance of the client’s investments.
Background
MCRAE CAPITAL MANAGEMENT L.L.C. was founded in 1998 by John McRae, a highly experienced and knowledgeable financial advisor. McRae started the firm with a mission to provide clients with trusted and personalized financial advice, and his dedication to this mission has helped the firm grow into a highly reputable and successful advisory firm.
Financial Advisor Disclosures to Know
Clients should be aware of certain disclosures when working with an advisory firm, and MCRAE CAPITAL MANAGEMENT L.L.C. is committed to transparency and disclosure. Some important disclosures to note include their fee structure, any potential conflicts of interest, and any regulatory actions taken against the firm or its advisors.
In conclusion, MCRAE CAPITAL MANAGEMENT L.L.C. is a reliable and experienced financial advisory firm dedicated to helping clients reach their financial goals. With their personalized approach, wide range of services, and commitment to transparency, the firm is a trusted resource for individuals and businesses seeking expert financial guidance.