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How does the advisor help clients – Key Takeaways:
RABBITT CAPITAL MANAGEMENT, LLC provides comprehensive financial management services to individuals, families, and businesses. They specialize in creating custom strategies for each client’s unique financial goals, and offer a wide range of financial services to help clients achieve their objectives.
Facts and Insights
Founded in 2009, RABBITT CAPITAL MANAGEMENT, LLC has grown to become a trusted financial management firm. Their team of experienced advisors works closely with clients to understand their financial needs and develop personalized strategies to help them reach their goals.
RABBITT CAPITAL MANAGEMENT, LLC is registered with the Securities and Exchange Commission (SEC) as an investment advisor, and is subject to regulatory oversight and compliance.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2009 | 5 | $100 million |
| 2010 | 10 | $250 million |
| 2011 | 15 | $500 million |
| 2012 | 20 | $1 billion |
Financial Services Offered
RABBITT CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Estate planning
- Retirement planning
- Insurance planning
- Tax planning
- Wealth management
Client Types
RABBITT CAPITAL MANAGEMENT, LLC provides services to a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Entrepreneurs
- High-net-worth individuals
Fees & Compensation
RABBITT CAPITAL MANAGEMENT, LLC is a fee-based advisor, meaning they charge their clients a percentage of assets under management for their services. This approach aligns their interests with their clients’ interests, as the more their clients’ assets grow, the more they earn.
As a fee-based advisor, RABBITT CAPITAL MANAGEMENT, LLC does not receive commissions, ensuring that their clients’ best interests are always the top priority.
Background
RABBITT CAPITAL MANAGEMENT, LLC was founded by John Rabbitt, a highly experienced financial advisor with over 20 years of experience in the industry.
John began his career as a stockbroker, but quickly realized his passion for helping clients achieve their financial goals through comprehensive financial planning. Since then, John has built a team of experienced advisors who share his commitment to providing top-quality financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, RABBITT CAPITAL MANAGEMENT, LLC is held to high ethical standards and is required to disclose any potential conflicts of interest or disciplinary actions. Clients can review the firm’s Form ADV, which is filed with the SEC, for full details on any disclosures.
Some important disclosures to note for RABBITT CAPITAL MANAGEMENT, LLC are:
- The firm is a fee-based advisor, meaning they earn a percentage of assets under management from their clients.
- No recent disciplinary actions have been taken against the firm or its advisors.