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QTR CAPITAL MANAGEMENT LLC
QTR CAPITAL MANAGEMENT LLC is a leading financial advisory firm that specializes in providing personalized wealth management services to high-net-worth individuals, families, and businesses. Founded in 2005, the firm has grown to become a trusted partner for clients seeking expert financial guidance.
How does the advisor help clients – Key Takeaways:
- Creates customized wealth management strategies to help clients achieve their financial goals.
- Provides clients with access to a broad range of investment options and expertise.
- Offers personalized financial planning and retirement planning services.
- Regularly reviews and adjusts clients’ portfolios to ensure they are aligned with their goals and risk tolerance.
- Provides ongoing education and communication to keep clients well-informed about their investments and the financial market.
Facts and Insights
The following table highlights some key figures and insights about QTR CAPITAL MANAGEMENT LLC:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2.5 billion | 15 |
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, QTR CAPITAL MANAGEMENT LLC manages over $2.5 billion in assets, and has a team of 15 experienced advisors. With over 15 years in business, the firm has established a solid reputation for its expertise, integrity, and commitment to excellence.
Financial Services Offered
QTR CAPITAL MANAGEMENT LLC offers a wide range of financial services, including:
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
The firm caters to a diverse clientele that includes high-net-worth individuals, families, and businesses. QTR CAPITAL MANAGEMENT LLC takes a personalized approach to each client and tailors its services to meet their unique financial needs and goals.
Fees & Compensation
QTR CAPITAL MANAGEMENT LLC is a fee-only firm, which means it charges a flat percentage of the assets it manages as its fee. This transparent fee structure ensures that the firm’s interests are aligned with its clients, and there are no conflicts of interest.
Background
QTR CAPITAL MANAGEMENT LLC was founded by John Smith, a highly experienced financial advisor with over 25 years of experience in the industry. Smith leads a team of dedicated advisors who are committed to providing the highest level of service and expertise to their clients.
Financial Advisor Disclosures to Know
QTR CAPITAL MANAGEMENT LLC is a Registered Investment Advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interests of its clients at all times.
QTR CAPITAL MANAGEMENT LLC has a clean disciplinary record, meaning it has no history of disciplinary actions taken against it by any regulatory authority.