How does the advisor help clients – Key Takeaways:
The team at ORESUND CAPITAL LLC provides comprehensive financial solutions tailored to meet the individual needs of their clients. They have extensive knowledge and experience in the field, and work closely with their clients to ensure their financial goals are met.
Facts and Insights
Founded in 2005, ORESUND CAPITAL LLC has been in the financial advisory business for over 15 years. In that time, they have grown to manage over $500 million in assets and have a team of 10 advisors with a combined experience of over 100 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
ORESUND CAPITAL LLC offers a range of financial services to help clients achieve their financial goals. This includes investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types
The team at ORESUND CAPITAL LLC works with a diverse range of clients, including high net worth individuals, families, and small business owners. They understand that each client has unique needs and preferences, and tailor their services accordingly.
Fees & Compensation
ORESUND CAPITAL LLC is a fee-only advisor, meaning they do not earn commissions from selling financial products. Instead, they charge a percentage of assets under management as their fee. This ensures their interests are aligned with their clients and they are not influenced by outside parties.
Background
ORESUND CAPITAL LLC was founded by a team of experienced financial advisors who saw a need for personalized and comprehensive financial solutions for clients. They are dedicated to providing high-quality financial services and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ORESUND CAPITAL LLC is required to follow strict regulations and disclose any potential conflicts of interest to their clients. They are committed to transparency and always act in the best interest of their clients.