How does the advisor help clients – Key Takeaways:
Moran Tice Capital Management LLC is a trusted financial management firm that specializes in providing comprehensive financial services to a wide range of clients. With a team of experienced professionals, who are dedicated to helping clients achieve their financial goals, the firm has established a strong reputation in the industry. Here are some key takeaways of how the advisor helps clients:
- Provides personalized investment plans based on clients’ risk tolerance and financial goals.
- Offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning.
- Uses a disciplined and data-driven approach to investment management to help clients achieve long-term success.
- Offers transparent and competitive fees for their services.
Facts and Insights
Here are some interesting facts and insights about Moran Tice Capital Management LLC:
- Founded in 2005, the firm has over 15 years of experience in the financial industry.
- With over $500 million in assets under management, the firm has established a strong track record of success.
- The team consists of 10 dedicated and experienced financial advisors who bring a diverse range of skills and expertise to the table.
- The firm serves a diverse range of clients, including individuals, families, and small businesses.
- Moran Tice Capital Management LLC has been featured in several reputable publications, including Forbes and The Wall Street Journal.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Moran Tice Capital Management LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management: The firm uses a disciplined and data-driven approach to develop personalized investment strategies for clients.
- Retirement planning: The team works with clients to develop a retirement plan that takes into account their unique goals and needs.
- Estate planning: Moran Tice Capital Management LLC helps clients protect their assets and ensure their wealth is passed on to future generations according to their wishes.
- Tax planning: The firm offers tax planning services to help clients minimize their tax obligations and maximize their returns.
Client Types
Moran Tice Capital Management LLC serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
Fees & Compensation
Moran Tice Capital Management LLC believes in transparent and competitive fees for their services. The firm charges a fee based on a percentage of assets under management, which aligns their interests with their clients’ success. The exact fee structure is outlined in a written agreement with each client.
Background
The team at Moran Tice Capital Management LLC has decades of combined experience in the financial industry. They are committed to providing personalized and comprehensive financial services to help clients achieve their unique goals. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor, meaning they do not receive any commissions for their services.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any past legal or disciplinary actions. Moran Tice Capital Management LLC has a clean record with no disclosures to report.