How does the advisor help clients – Key Takeaways:
OBRA Fund Management, LLC is a trusted financial advisor that assists clients in achieving their financial goals by offering a variety of services and expertise. With a wealth of experience in the financial industry, OBRA Fund Management, LLC provides comprehensive solutions, personalized advice, and a commitment to helping clients achieve financial success.
Facts and Insights
Founded in 2005, OBRA Fund Management, LLC has been in business for over 15 years. Currently, the company has over $500 million in assets under management and a team of highly qualified advisors ready to assist clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
OBRA Fund Management, LLC offers a wide range of financial services to cater to the different needs and goals of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types
OBRA Fund Management, LLC serves a diverse range of clients, including high-net-worth individuals, families, and institutions. The company’s personalized approach allows them to cater to the unique financial goals and objectives of each client, regardless of their financial status.
Fees & Compensation
OBRA Fund Management, LLC charges an annual management fee based on a percentage of assets under management. This fee structure aligns the company’s interests with their clients and ensures that the advisors are committed to achieving growth and success for their clients’ portfolios.
Background
With a team of experienced and knowledgeable advisors, OBRA Fund Management, LLC has built a reputation for providing reliable and effective financial solutions to their clients. The company’s advisors have backgrounds in finance, economics, and accounting, and their extensive expertise allows them to navigate the ever-changing financial landscape with ease.
Financial Advisor Disclosures to Know
OBRA Fund Management, LLC is registered with the Securities and Exchange Commission (SEC) and is held to the highest fiduciary standards. This means that the company is legally obligated to act in the best interests of their clients at all times, providing unbiased advice and avoiding any conflicts of interest. Additionally, all advisors at OBRA Fund Management, LLC have no disclosures on their records, ensuring that clients can trust in the integrity and transparency of the company.