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How does the advisor help clients – Key Takeaways:
Rangeley Capital, LLC is committed to helping its clients achieve their financial goals through personalized strategies and expert guidance. As a trusted financial advisor, Rangeley Capital, LLC offers a range of services tailored to meet the unique needs of each individual client.
Facts and Insights
Rangeley Capital, LLC is a privately-owned financial advisory firm based in Rangeley, Maine. Since its inception in 2010, Rangeley Capital, LLC has been committed to providing exceptional financial services and advice to its clients. Led by a team of experienced financial experts, the firm has a proven track record of delivering results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 5 | 11 years |
Financial Services Offered
Rangeley Capital, LLC offers a comprehensive range of financial services to help clients reach their financial goals. These services include investment management, financial planning, retirement planning, tax planning, and more. The firm takes a personalized approach to each client, tailoring their services to meet their specific financial needs and objectives.
Client Types
Rangeley Capital, LLC serves a diverse range of clients, including individuals, families, small business owners, and institutions. The firm takes pride in its ability to cater to the unique financial needs of each client, regardless of their background or financial situation.
Fees & Compensation
Rangeley Capital, LLC operates on a fee-only basis, meaning that clients pay a set fee for the services they receive, rather than commissions or hidden fees. This ensures that the firm’s interests are aligned with those of its clients, promoting a transparent and objective relationship.
Background
Rangeley Capital, LLC was founded in 2010 by a team of experienced financial professionals with a passion for helping clients achieve their financial goals. With a combined total of over 50 years of experience in the financial industry, the firm’s founders have the knowledge and expertise to guide clients through even the most complex financial situations.
Financial Advisor Disclosures to Know
As a registered investment advisor, Rangeley Capital, LLC adheres to strict disclosure guidelines in line with Securities and Exchange Commission (SEC) regulations. This ensures that clients are always informed of any potential conflicts of interest or important information that may affect their financial decisions.