Founded in 2014, MOTT CAPITAL MANAGEMENT LLC, located in North Carolina, is a premier financial advisory firm that specializes in providing clients with expert financial advice and guidance. This highly esteemed firm has been dedicated to helping clients achieve their financial goals and plan for a secure and stable financial future. Through their personalized approach and extensive knowledge in the financial industry, MOTT CAPITAL MANAGEMENT LLC has become a trusted partner for their clients.
How does the advisor help clients – Key Takeaways:
- MOTT CAPITAL MANAGEMENT LLC provides personalized financial planning services to help clients reach their specific financial goals.
- The firm offers tailored investment strategies that are designed to align with the client’s risk tolerance and financial objectives.
- Clients have access to a team of highly experienced financial experts who provide ongoing support and guidance.
- The firm utilizes cutting-edge technology to analyze and monitor client portfolios, ensuring that they are always on track to achieving their financial goals.
- MOTT CAPITAL MANAGEMENT LLC prioritizes transparency and education, empowering clients to make well-informed decisions about their finances.
Facts and Insights
MOTT CAPITAL MANAGEMENT LLC is dedicated to providing clients with valuable insights and in-depth market analysis. Their team of financial experts regularly publishes articles and market updates on their website, providing clients with the information they need to make informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 7 years |
Financial Services Offered
MOTT CAPITAL MANAGEMENT LLC offers a wide range of financial services to clients, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education planning
- Insurance planning
Client Types
MOTT CAPITAL MANAGEMENT LLC caters to a diverse clientele, including:
- Individuals
- Small business owners
- High net worth individuals
- Families
- Corporate executives
Fees & Compensation
MOTT CAPITAL MANAGEMENT LLC charges a fee based on a percentage of assets under management. The exact fee may vary depending on the client’s specific investment needs and objectives. The firm is committed to full transparency and will always discuss and agree upon all fees with clients before any services are rendered.
Background
The founder and principal of MOTT CAPITAL MANAGEMENT LLC, Michael Kramer, has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance from the University of Massachusetts and has completed the Investment Management Certificate program at Harvard University. He is also a CFA charterholder and a member of the CFA Institute.
Financial Advisor Disclosures to Know
As a registered investment advisor, MOTT CAPITAL MANAGEMENT LLC has a fiduciary duty to act in the best interests of their clients. They have a clean record with no disciplinary actions or sanctions. To learn more about the firm’s disclosures, clients can access the firm’s Form ADV on the US Securities and Exchange Commission (SEC) website.
In conclusion, MOTT CAPITAL MANAGEMENT LLC is a reputable and trusted financial advisory firm that is dedicated to helping clients achieve their financial goals. With their personalized approach and extensive financial expertise, clients can confidently entrust their financial future to this esteemed firm.