OBSIDO CAPITAL MANAGEMENT, LLC
OBSIDO CAPITAL MANAGEMENT, LLC is a premier financial firm specializing in helping clients achieve their financial goals. With years of experience in the industry, their team of expert financial advisors provides personalized guidance and a wide range of financial services to meet the needs of each individual client. Their commitment to excellence and attention to detail sets them apart in the financial industry, making them a top choice for those seeking sound financial advice.
How does the advisor help clients – Key Takeaways:
- Personalized financial guidance tailored to each client’s specific goals and needs
- A comprehensive range of financial services to help clients achieve their financial objectives
- Years of experience and expertise in the financial industry
- A commitment to excellence and attention to detail in every aspect of their work
Facts and Insights
OBSIDO CAPITAL MANAGEMENT, LLC is proud to share their impressive numbers and insights with the public. As of December 2020, they have $500 million in Assets Under Management (AUM) and are managed by a team of 10 experienced financial advisors. They have been in business since 2005, and through their dedication, hard work, and sound financial advice, they have helped countless clients achieve their goals and secure their financial futures.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
OBSIDO CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet their clients’ diverse needs. These services include, but are not limited to:
- Portfolio management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education savings planning
Client Types
OBSIDO CAPITAL MANAGEMENT, LLC works with a variety of clients, including individuals, families, and small businesses. They have a client-centric approach and believe in building long-term relationships with their clients. They take the time to understand each client’s unique financial situation and goals, tailoring their services to meet their specific needs.
Fees & Compensation
OBSIDO CAPITAL MANAGEMENT, LLC operates on a fee-based compensation structure. This means that their fees are based on a percentage of the assets they manage for their clients. This fee structure aligns their interests with their clients’ interests, as they only make money when their clients’ assets grow.
Background
The team at OBSIDO CAPITAL MANAGEMENT, LLC is made up of highly qualified and experienced financial advisors. With an average industry experience of 20 years, their team brings a wealth of knowledge and expertise to the table. They stay up-to-date with the latest financial trends and regulations to provide their clients with the best possible advice and support.
Financial Advisor Disclosures to Know
As a reputable financial firm, OBSIDO CAPITAL MANAGEMENT, LLC is committed to transparency and integrity. They have a clean disclosure record, with no regulatory actions or disciplinary incidents on file. They believe in open communication and full disclosure with their clients, ensuring complete trust and confidence in their services.