How does the advisor help clients – Key Takeaways:
QUIET CAPITAL MANAGEMENT, LLC is a leading financial management firm that specializes in helping clients achieve their financial goals. With a team of experienced advisors and a comprehensive range of financial services, QUIET CAPITAL MANAGEMENT, LLC is equipped to assist clients in making sound financial decisions to secure their future.
Facts and Insights
Founded in 2005, QUIET CAPITAL MANAGEMENT, LLC has been in business for over 15 years. The firm has a team of 50 highly qualified and experienced advisors who bring a wealth of knowledge and expertise to the table. With a strong focus on client satisfaction, QUIET CAPITAL MANAGEMENT, LLC has a proven track record of success in helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 50 | $500 million |
Financial Services Offered
QUIET CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients manage their wealth and plan for their financial future. These services include but are not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
QUIET CAPITAL MANAGEMENT, LLC caters to a diverse range of clients, including:
- High-net-worth Individuals
- Business Owners
- Retirees
- Professionals
- Families
Fees & Compensation
QUIET CAPITAL MANAGEMENT, LLC follows a transparent fee structure and only charges a fee for the services provided. The fees are based on a percentage of the assets under management and are subject to change based on the complexity of the client’s portfolio. The firm does not receive any commissions for recommending certain investments, ensuring that their recommendations are always in the best interest of the client.
Background
The team at QUIET CAPITAL MANAGEMENT, LLC has a combined experience of over 100 years in the financial industry. The firm’s advisors hold various professional qualifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This level of expertise and experience enables QUIET CAPITAL MANAGEMENT, LLC to provide top-notch financial advice and services to its clients.
Financial Advisor Disclosures to Know
As a registered financial advisor, QUIET CAPITAL MANAGEMENT, LLC is committed to following all regulations set by the Securities and Exchange Commission (SEC). The firm has a clean record with no regulatory or disciplinary actions, demonstrating their adherence to high ethical standards in their business practices.