How does the advisor help clients – Key Takeaways:
Ratio Capital is a reputable financial advisory firm committed to providing expert financial guidance to its clients. By leveraging their extensive knowledge and experience in the industry, the firm helps its clients achieve their financial goals and secure their financial future. Here are some key takeaways on how Ratio Capital helps its clients:
- Provides personalized and comprehensive financial planning services
- Uses a disciplined, long-term investment approach
- Offers a diverse range of financial services to cater to different client needs
- Strives to build strong and lasting relationships with clients
Facts and Insights
Founded in 2005, Ratio Capital is a registered investment advisor based in New York. The firm serves a wide range of clients, including high-net-worth individuals, families, corporations, and institutions. With a team of highly qualified and experienced advisors, Ratio Capital has established a strong track record of delivering excellent investment and financial planning services.
The firm’s investment strategies are backed by extensive market research and analysis, and its advisors keep a close eye on market trends to make informed investment decisions. Ratio Capital prides itself on its disciplined and proactive approach, which has helped its clients achieve their financial goals and navigate through challenging market conditions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Ratio Capital offers a diverse range of financial services to cater to the unique needs of its clients. These services include:
- Investment management
- Wealth management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
Client Types
Ratio Capital serves a wide range of clients, including:
- High-net-worth individuals and families
- Corporations
- Institutions
Fees & Compensation
The fees and compensation structure at Ratio Capital is simple and transparent. The firm charges a percentage of assets under management as an annual fee, typically ranging from 0.5% to 1.5%. This fee covers all the services provided by the firm, including investment management, financial planning, and wealth management. There are no hidden fees or commissions, ensuring that the firm’s interests are aligned with its clients’ interests.
In certain cases, the firm may also charge hourly or fixed fees for specific services, such as financial planning or tax planning. Before engaging with a client, Ratio Capital provides a clear breakdown of all fees and charges to ensure complete transparency and avoid any surprises.
Background
Ratio Capital was founded in 2005 by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. After working for several prominent financial institutions, Smith decided to start his own firm with a mission to provide personalized and expert financial guidance to clients. Today, Ratio Capital has grown into a reputable and trusted advisory firm, serving clients across the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, Ratio Capital is bound by the fiduciary standard, which requires the firm to act in the best interest of its clients at all times. This means that the firm must disclose any potential conflicts of interest and ensure that its recommendations are unbiased and in the client’s best interest.
In addition, all of Ratio Capital’s advisors are required to adhere to strict codes of conduct and ethics, providing clients with peace of mind and trust in the firm’s services.