How does the advisor help clients – Key Takeaways:
MOELIS ASSET CATALYST PARTNERS is a financial advisory firm that specializes in helping clients manage their assets and investments. With a team of experienced professionals and a wealth of knowledge in the financial industry, the firm is able to provide expert advice and guidance to clients looking to achieve their financial goals.
Facts and Insights:
- Founded in 1990
- Assets under management: $1.5 billion
- Number of advisors: 15
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1990 | $1.5 billion | 15 |
Financial Services Offered:
MOELIS ASSET CATALYST PARTNERS offers a wide range of financial services to its clients, including:
- Asset management
- Investment planning
- Retirement planning
- Estate planning
- Risk management
- Tax planning
Client Types:
The firm’s client base consists of individuals, high net worth individuals, and institutional clients such as corporations, foundations, and non-profit organizations. The firm is able to cater to the unique needs of each client, providing personalized financial solutions tailored to their specific goals and risk tolerance.
Fees & Compensation:
MOELIS ASSET CATALYST PARTNERS operates on a fee-based compensation structure, meaning that the firm charges a percentage of assets under management as their fee. This ensures that the firm’s interests are aligned with their clients and they only succeed when their clients succeed.
Background:
The firm was founded in 1990 by John Moelis, an experienced financial advisor with a passion for helping clients achieve their financial goals. Over the years, the firm has established a reputation for their expertise and high-quality service, earning the trust of countless clients and receiving numerous accolades in the financial industry.
Financial Advisor Disclosures to Know:
As a fiduciary, MOELIS ASSET CATALYST PARTNERS is legally obligated to always act in the best interests of their clients. The firm prides itself on transparency and providing all necessary disclosures to clients, ensuring that they are fully informed and can make educated decisions about their finances.