tag
How does the advisor help clients – Key Takeaways:
Merganser Capital Management, LLC is a highly experienced and reputable financial advisor that offers a wide range of financial services to their clients. With a team of expert advisors and years of experience in the industry, they are able to provide their clients with personalized and effective financial solutions tailored to their specific needs.
Facts and Insights
Merganser Capital Management, LLC was founded in 2005 and has since then managed a total of $2.3 billion in assets under management. The firm has 10 advisors and serves a diverse range of clients, including high-net-worth individuals, corporations, and institutions.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.3 billion | 10 | Founded in 2005 |
Financial Services Offered
Merganser Capital Management, LLC offers a wide range of financial services, including portfolio management, investment advice, retirement planning, estate planning, tax planning, and risk management. Their team of experienced advisors works closely with clients to develop a customized financial plan that aligns with their long-term goals and objectives.
Client Types
Merganser Capital Management, LLC serves a diverse range of clients, including high-net-worth individuals, corporations, and institutions. They have a proven track record of success in helping clients from various backgrounds and industries achieve their financial goals.
Fees & Compensation
Merganser Capital Management, LLC charges clients an annual fee based on a percentage of their assets under management. This fee covers all of their advisory services and there are no additional fees or commissions for individual transactions. This compensation structure ensures that the firm’s interests are aligned with those of their clients.
Background
Merganser Capital Management, LLC is a registered investment advisor based in New York City. The firm is independently owned and operated, which enables their advisors to provide unbiased and objective financial advice. Their team consists of highly experienced and qualified professionals who stay up-to-date with the latest market trends and regulations.
Financial Advisor Disclosures to Know
Merganser Capital Management, LLC has a clean record with no disclosures or disciplinary actions reported. They are committed to upholding the highest standards of integrity and ethics in all their client interactions.