How does the advisor help clients – Key Takeaways:
METHODICA INVESTMENT MANAGEMENT LLC is a financial advisory firm that specializes in providing personalized investment solutions to individuals, families, and businesses. They have a team of experienced financial experts who work closely with each client to understand their unique financial goals and develop tailored strategies to help them achieve their objectives.
Facts and Insights:
As of the latest regulatory filing, METHODICA INVESTMENT MANAGEMENT LLC has $1,250,000,000 in assets under management, 5 advisors on staff, and has been in business for 18 years. This information is publicly available on their Form ADV on the Securities and Exchange Commission website.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1,250,000,000 | 5 | 18 years |
Financial Services Offered:
METHODICA INVESTMENT MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, financial planning, retirement planning, tax planning, and estate planning.
Client Types:
The firm serves a broad range of clients including individuals, families, high net worth individuals, and businesses. They also provide specialized services for retirement plans, trusts, and foundations.
Fees & Compensation:
METHODICA INVESTMENT MANAGEMENT LLC charges fees based on a percentage of assets under management, which incentivizes the firm to grow their clients’ portfolios. They also offer hourly or fixed fees for financial planning services. Clients can choose the fee structure that best suits their needs.
Background:
The firm was founded in 2003 by financial experts with over 40 years of combined experience in investment management and financial planning. Their team is comprised of highly skilled and qualified professionals who are dedicated to providing exceptional service to their clients.
Financial Advisor Disclosures to Know:
While METHODICA INVESTMENT MANAGEMENT LLC has a clean disciplinary record, it’s always important to be aware of any potential conflicts of interest. As a fiduciary, the firm is legally obligated to act in the best interest of their clients, and any potential conflicts must be disclosed and managed appropriately.