How does the advisor help clients – Key Takeaways:
RATHNAM CAPITAL, LLC acts as a financial expert, offering a wide range of financial services to its clients. The firm aims to assist clients in achieving their financial goals through strategic planning and investment management.
Facts and Insights:
- Founded in 2001, RATHNAM CAPITAL, LLC has been in the financial services industry for over 20 years.
- The firm has assets under management (AUM) of $500 million, with a team of 10 experienced financial advisors.
- RATHNAM CAPITAL, LLC specializes in wealth management, retirement planning, investment management, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | AUM | Number of Advisors |
|---|---|---|
| 2001 | $500 Million | 10 |
Financial Services Offered:
RATHNAM CAPITAL, LLC provides a comprehensive range of financial services, including:
- Wealth Management
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
Client Types:
RATHNAM CAPITAL, LLC caters to a diverse range of clients, including:
- High Net Worth Individuals
- Retirees
- Business Owners
- Families
Fees & Compensation:
The firm charges a percentage of AUM as its annual management fee. The exact percentage varies based on the size of the client’s portfolio. RATHNAM CAPITAL, LLC is a fee-only advisor, which means it does not earn commissions or receive any form of compensation for recommending specific investments.
Background:
RATHNAM CAPITAL, LLC was founded by John Rathnam, a financial expert with over 30 years of experience in the industry. The firm is headquartered in New York City and has a team of 10 experienced financial advisors who are committed to providing personalized financial services to their clients.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is essential to be aware of any potential conflicts of interest or disciplinary actions. Therefore, it is crucial to note that RATHNAM CAPITAL, LLC has a clean disciplinary record and does not have any disclosures to report.