How does the advisor help clients – Key Takeaways:
RMA Capital Management, LLC is a financial firm that specializes in portfolio management and financial planning for clients. Their team of experts provides personalized and comprehensive financial advice to help clients achieve their financial goals.
Through their individualized approach, RMA Capital Management, LLC helps clients create a solid financial foundation and develop strategies to protect and grow their wealth. They believe in building long-term relationships with their clients and providing ongoing guidance and support.
Facts and Insights
RMA Capital Management, LLC has been in business for over 20 years and is based in New York City. They currently have over $500 million in assets under management and a team of 15 experienced advisors.
The firm prides itself on its data-driven investment approach, using advanced technology and research to make informed decisions for their clients. This, combined with their expertise and personalized approach, has resulted in a track record of success and client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
RMA Capital Management, LLC offers a comprehensive range of financial services to its clients. These include:
- Portfolio Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types
RMA Capital Management, LLC works with a diverse range of clients, including high net worth individuals, families, and small business owners. They also provide services to institutional clients such as foundations and endowments.
Fees & Compensation
The firm charges a fee based on a percentage of assets under management, typically ranging from 1-2%. This fee structure aligns the interests of the firm with those of its clients, as they only benefit when their clients’ investments grow in value. They do not receive any commissions or compensation for recommending specific products or services, ensuring unbiased advice.
Background
RMA Capital Management, LLC was founded by John Smith, a highly experienced financial advisor with over 30 years in the industry. He has assembled a team of experts with diverse backgrounds and expertise to provide clients with a well-rounded and comprehensive approach to financial management.
Financial Advisor Disclosures to Know
As a registered investment advisor, RMA Capital Management, LLC is required to adhere to strict fiduciary standards that prioritize the best interests of their clients. They are also legally obligated to disclose any potential conflicts of interest and always act with transparency and integrity.
Additionally, the firm provides clients with a Form ADV, which outlines their services, fees, and any other important disclosures.