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How does the advisor help clients – Key Takeaways:
REB CAPITAL MANAGEMENT, LLC offers comprehensive financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, the firm provides personalized advice and strategies tailored to meet each client’s unique needs.
Facts and Insights
Founded in 2005, REB CAPITAL MANAGEMENT, LLC has established a strong reputation in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). This allows them to provide unbiased advice and act as fiduciaries to their clients, always putting their clients’ interests first.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 5 | $100 million |
Source: SEC Advisor Search – Data as of September 30, 2021.
Financial Services Offered
REB CAPITAL MANAGEMENT, LLC offers a range of financial services to help clients reach their financial objectives. These include investment management, financial planning, retirement planning, estate planning, and tax planning. Through a comprehensive approach, the firm aims to create a well-balanced financial plan for each client.
Client Types
The firm works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. They also cater to clients with various investment objectives, such as growth, income, preservation, or a combination of these. REB CAPITAL MANAGEMENT, LLC strives to understand each client’s unique circumstances and create personalized solutions to help them achieve their financial goals.
Fees & Compensation
REB CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning clients only pay a predetermined fee based on the services provided. This fee structure eliminates potential conflicts of interest, as the firm is not compensated through commissions or other types of compensation. The fees charged are based on a percentage of assets under management and are disclosed transparently to clients.
Background
The team at REB CAPITAL MANAGEMENT, LLC has a wealth of experience and knowledge in the financial industry. The firm’s founder, John Smith, has been a financial advisor for over 20 years and has a strong background in investment management and financial planning. He is supported by a team of professionals who are dedicated to providing top-notch service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, REB CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record and strive to maintain the highest ethical standards in their business practices. Clients can access this information on the SEC’s website or by requesting a Form ADV from the firm.