How does NICHE CAPITAL LLC help clients – Key Takeaways:
NICHE CAPITAL LLC serves as a financial expert for clients seeking assistance with managing their assets and finances. They offer a range of financial services and work with various types of clients. With years of experience in the industry, they have a proven track record of helping clients achieve their financial goals.
Facts and Insights
NICHE CAPITAL LLC was founded in 2005 and has been in business for over 15 years. The company has grown to become a reputable and trusted name in the financial industry, with a team of highly skilled and experienced advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered
NICHE CAPITAL LLC offers a range of financial services to help clients achieve their monetary goals. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and risk management.
Client Types
NICHE CAPITAL LLC serves a diverse client base, including individuals, families, corporations, and non-profit organizations. They work with clients from all income levels, from high net worth individuals to those just starting out on their financial journey.
Fees & Compensation
NICHE CAPITAL LLC operates on a fee-for-service model, with fees based on a percentage of assets under management. This transparent fee structure ensures that their interests are aligned with their clients’ goals and helps to avoid conflicts of interest.
Background
The advisors at NICHE CAPITAL LLC are highly educated and experienced in the financial industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This expertise allows them to provide valuable insights and guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, NICHE CAPITAL LLC is required to disclose any potential conflicts of interest to their clients. They follow strict fiduciary standards, meaning that they are legally bound to act in the best interests of their clients at all times.