How does PLATLER CAPITAL MANAGEMENT LLC help clients – Key Takeaways:
PLATLER CAPITAL MANAGEMENT LLC is a highly reputable financial management firm that focuses on providing tailored financial services to its clients. The company has a team of experienced advisors who have a deep understanding of the financial market and are dedicated to helping their clients achieve their financial goals. Here are some key takeaways on how PLATLER CAPITAL MANAGEMENT LLC can help clients:
- Expertise in Financial Management: PLATLER CAPITAL MANAGEMENT LLC has a team of experienced and knowledgeable advisors who act as financial experts for their clients. Their expertise covers a wide range of financial services such as investment management, retirement planning, estate planning, and tax planning.
- Personalized Approach: The advisors at PLATLER CAPITAL MANAGEMENT LLC understand that each client’s financial situation is unique, and therefore they provide personalized solutions to cater to their specific needs and goals. They take the time to understand the client’s financial objectives and risk tolerance before creating a customized financial plan.
- Diversified Investment Strategies: PLATLER CAPITAL MANAGEMENT LLC offers a wide range of investment options to help clients achieve their financial goals. These options include stocks, bonds, mutual funds, and alternative investments such as real estate and private equity. The advisors use a diversified approach to help minimize risk and maximize returns.
- Continuous Monitoring and Adjustments: PLATLER CAPITAL MANAGEMENT LLC constantly monitors their clients’ portfolios and makes necessary adjustments to align with their financial goals and market changes. This ensures that the client’s investments remain in line with their risk tolerance and long-term objectives.
Facts and Insights
Incorporated in 2008, PLATLER CAPITAL MANAGEMENT LLC has over 13 years of experience in the financial services industry. The firm has a strong track record of delivering consistent and competitive returns for its clients. As of 2021, the company has over $500 million in assets under management and employs a team of 10 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 13 years |
Financial Services Offered
PLATLER CAPITAL MANAGEMENT LLC offers a comprehensive range of financial services designed to help clients achieve their financial goals. Some of these services include:
- Investment Management
- Estate Planning
- Tax Planning
- Retirement Planning
- Charitable Giving
- Business Succession Planning
Client Types
PLATLER CAPITAL MANAGEMENT LLC caters to a diverse range of clients, including individuals, families, high net worth individuals, and business owners. The company’s customized solutions cater to clients with varying financial situations, investment objectives, and risk tolerance levels.
Fees & Compensation
PLATLER CAPITAL MANAGEMENT LLC is a fee-only firm, which means they do not charge commissions or receive compensation from the products they recommend. The company charges a percentage of the total assets under management as their fee, which may vary depending on the complexity of the client’s financial situation and the services provided.
Background
PLATLER CAPITAL MANAGEMENT LLC was founded by John Platler, a highly accomplished financial advisor with over 20 years of experience in the financial services industry. Mr. Platler holds degrees in finance, accounting, and financial planning, and has numerous industry certifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). The firm is headquartered in New York and serves clients nationwide.
Financial Advisor Disclosures to Know
As a registered investment advisor, PLATLER CAPITAL MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions. The company has a clean regulatory record with no disciplinary actions or conflicts of interest to disclose. Additionally, the firm is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients at all times.