How does the advisor help clients – Key Takeaways:
As a financial expert with years of experience, OBRA CAPITAL MANAGEMENT, LLC. provides personalized investment advice and portfolio management services to its clients. The firm’s team of professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound financial advice.
Facts and Insights
OBRA CAPITAL MANAGEMENT, LLC. is a financial advisory firm that was founded in 2001 and is based in New York City. The firm has a team of 17 advisors with a wide range of expertise in investment management and financial planning. The firm’s assets under management (AUM) total $750 million, with an average account size of $1 million.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2001 | 17 | $750 million |
Financial Services Offered
OBRA CAPITAL MANAGEMENT, LLC. offers a wide range of financial services to its clients, including:
- Investment Management
- Financial Planning
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
The firm works with individuals, families, and small businesses, offering tailored financial solutions to meet their specific needs and goals. OBRA CAPITAL MANAGEMENT, LLC. does not have any minimum client requirements and works with clients of all income levels.
Fees & Compensation
OBRA CAPITAL MANAGEMENT, LLC. charges clients based on a percentage of their AUM, which is a popular fee structure in the financial advisory industry. The firm’s fees typically range from 1% to 2% of AUM. However, fees may vary depending on the complexity of the client’s financial situation and the services provided.
Background
OBRA CAPITAL MANAGEMENT, LLC. was founded by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. John has a Bachelor’s degree in Finance and holds multiple professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm’s team consists of experienced professionals with diverse backgrounds and areas of expertise.
Financial Advisor Disclosures to Know
OBRA CAPITAL MANAGEMENT, LLC. prides itself on transparency and fully discloses any potential conflicts of interest to its clients. The firm has a clean record with regulatory bodies and has not faced any legal or disciplinary actions.