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How does the advisor help clients – Key Takeaways:
Rittmann Capital Management Co. is a leading financial management firm that specializes in providing expert financial advice and services to their clients. With a team of seasoned and experienced financial advisors, Rittmann Capital Management Co. can assist clients in achieving their financial goals and managing their wealth effectively.
Facts and Insights
Founded in 2005, Rittmann Capital Management Co. has been serving clients for over 15 years. They have a strong track record of helping clients reach their financial goals and have built a reputation in the industry for their expertise and professionalism.
Here are some facts and insights about Rittmann Capital Management Co.:
| Assets Under Management | $2.5 billion |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 15 years |
Financial Services Offered
Rittmann Capital Management Co. offers a wide range of financial services to meet the unique needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Rittmann Capital Management Co. caters to a diverse range of clients, including individuals, families, and businesses. They also specialize in serving high net worth individuals and can provide unique solutions for their financial needs.
Fees & Compensation
Rittmann Capital Management Co. charges fees based on a percentage of the assets under management, typically ranging from 1-2%. They also offer fee-based financial planning services for clients who prefer a more comprehensive approach. As a fiduciary, Rittmann Capital Management Co. is committed to acting in the best interest of their clients.
Background
The team at Rittmann Capital Management Co. is made up of highly qualified and experienced financial advisors. They have a diverse range of backgrounds and expertise, allowing them to provide comprehensive and tailored solutions to their clients’ financial needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, Rittmann Capital Management Co. is required to disclose any potential conflicts of interest to their clients. They have a strict code of ethics in place and fully comply with all industry regulations and standards.
Overall, Rittmann Capital Management Co. is a reputable and trusted financial management firm that is dedicated to helping clients achieve their financial goals. With a focus on transparency and personalized solutions, they are a leading choice for individuals and businesses seeking expert financial advice and services.