How does the advisor help clients – Key Takeaways:
Nine Thirty Capital Management, LLC is a trusted financial advisor that prides itself on providing expert financial guidance and management to its clients. With a team of experienced advisors, they aim to help clients reach and exceed their financial goals through personalized and comprehensive strategies.
Facts and Insights
Nine Thirty Capital Management, LLC was founded in 2009 and has been in business for 12 years. As of 2021, their assets under management are over $500 million and they currently have a team of 10 advisors.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2009 | $500 million+ | 10 |
Financial Services Offered
Nine Thirty Capital Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. They provide investment management, retirement planning, estate planning, tax planning, and risk management services to help clients achieve their financial goals.
Client Types
Nine Thirty Capital Management, LLC works with a variety of clients, including individuals, families, and institutions. They also offer their services to high net worth individuals and business owners, providing them with specialized and personalized financial strategies.
Fees & Compensation
Nine Thirty Capital Management, LLC operates on a fee-only basis, meaning they do not earn commissions or sell products, ensuring that their clients’ best interests are always the top priority. Their fees are based on a percentage of assets under management, providing clients with complete transparency and alignment of objectives.
Background
Nine Thirty Capital Management, LLC is headquartered in San Francisco, California, and has a team of experienced advisors with diverse backgrounds in finance and investment management. They are committed to continuously learning and staying up-to-date on the latest industry trends and regulations to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Nine Thirty Capital Management, LLC has a fiduciary duty to act in the best interests of their clients at all times. They have no disclosures on their record, ensuring that they maintain a high level of integrity and transparency in their dealings with clients.