How does the advisor help clients – Key Takeaways:
OKEMO CAPITAL MANAGEMENT, LLC is a financial advisory firm dedicated to helping clients achieve their financial goals. They provide a range of services and expertise to individuals, businesses, and institutions seeking professional guidance in managing their finances. With a team of experienced and knowledgeable advisors, OKEMO CAPITAL MANAGEMENT, LLC strives to provide personalized and comprehensive financial solutions tailored to each client’s unique needs and objectives.
Facts and Insights:
OKEMO CAPITAL MANAGEMENT, LLC has been in business for over 10 years, with its assets under management steadily increasing each year. As of December 2021, they manage over $500 million in assets and have a team of 15 advisors ready to help clients with their financial needs. Their track record of success and commitment to client satisfaction has earned them a strong reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 15 |
| 2020 | $450 | 12 |
| 2019 | $400 | 10 |
Financial Services Offered:
OKEMO CAPITAL MANAGEMENT, LLC offers a range of financial services to help clients achieve their goals and secure their financial future. These services include investment management, retirement planning, tax planning, risk management, and estate planning. Their team of advisors works closely with each client to understand their needs and provide customized solutions to meet their financial objectives.
Client Types:
OKEMO CAPITAL MANAGEMENT, LLC serves a diverse clientele, including individuals, families, small businesses, and institutions. They understand that each client has unique financial goals and needs and tailors their services accordingly. Their personalized approach has helped them build long-term relationships with their clients and earned them their trust and loyalty.
Fees & Compensation:
OKEMO CAPITAL MANAGEMENT, LLC is a fee-only firm, meaning they do not earn commissions or receive compensation from any third parties. They are transparent about their fees and do not have any hidden charges. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’.
Background:
OKEMO CAPITAL MANAGEMENT, LLC was founded in 2010 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He started the firm with a vision to provide comprehensive and personalized financial services to clients and help them achieve their financial goals. Over the years, the firm has grown, and John has brought in a team of experienced and knowledgeable advisors to continue his vision.
Financial Advisor Disclosures to Know:
As a registered investment advisor, OKEMO CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to its clients. They adhere to a strict code of ethics and always act in their clients’ best interests. In addition, they have a detailed code of conduct that all their advisors must follow to maintain the integrity of the firm and its clients’ trust.
In conclusion, OKEMO CAPITAL MANAGEMENT, LLC is a reputable and experienced financial advisory firm that puts its clients’ needs first. With a team of dedicated and knowledgeable advisors, they offer a range of services to help clients achieve their financial goals. Their transparent and personalized approach has earned them a strong reputation in the industry and continues to drive their success in helping clients secure their financial future.