How does the advisor help clients – Key Takeaways:
RETTER CAPITAL MANAGEMENT, LLC is a financial management firm that prides itself on providing expert advice and guidance to its clients. The firm offers a wide range of financial services, personalized to fit the specific needs and goals of each individual client. With a team of experienced advisors, RETTER CAPITAL MANAGEMENT, LLC is dedicated to helping its clients achieve financial success.
Facts and Insights:
Below are some key facts and insights about RETTER CAPITAL MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered:
RETTER CAPITAL MANAGEMENT, LLC offers a variety of financial services, including:
- Portfolio management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
Client Types:
RETTER CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Retirees
Fees & Compensation:
RETTER CAPITAL MANAGEMENT, LLC operates on a fee-based compensation model. This means that instead of earning commissions on products sold, advisors are compensated based on a percentage of the assets they manage for each client. This aligns the firm’s interests with that of its clients, as the more the client’s assets grow, the more the firm earns. The firm is transparent about its fees and does not have any hidden costs.
Background:
RETTER CAPITAL MANAGEMENT, LLC was founded 10 years ago by CEO and financial expert, John Retter. With over 20 years of experience in the financial industry, John saw a need for a firm that offered individualized and comprehensive financial solutions for clients. Today, the firm has grown to a team of 5 advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any disclosures or potential conflicts of interest when working with a financial advisor. At RETTER CAPITAL MANAGEMENT, LLC, all advisors are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. Additionally, the firm has a strict code of ethics that all employees must adhere to, ensuring complete transparency and trust between the firm and its clients.