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How does the advisor help clients – Key Takeaways:
RMB Capital Management is a financial advisory firm dedicated to helping clients achieve their financial goals. Through personalized and comprehensive services, they provide expert guidance and support to individuals, families, and institutions seeking to build and manage their wealth.
Facts and Insights
RMB Capital Management was founded in 2005 and is headquartered in Chicago, Illinois. It currently manages over $9 billion in assets and has a team of over 110 advisors working to serve their clients’ needs.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $9 billion | 110+ |
Financial Services Offered
RMB Capital Management offers a wide range of financial services to meet the diverse needs of their clients. These include investment management, wealth planning, tax planning, retirement planning, and risk management.
Client Types
RMB Capital Management serves a variety of clients, including individuals, families, and institutions. They work with high-net-worth individuals, businesses, and retirement plans, providing tailored solutions to help them achieve their financial objectives.
Fees & Compensation
RMB Capital Management operates on a fee-only structure, which means they do not receive commissions for selling financial products. This allows them to provide unbiased and objective advice to their clients without any conflicts of interest. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
RMB Capital Management is a privately owned firm, with the majority of the company still owned by its partners. This structure allows them to remain independent and focused on serving their clients’ best interests without any outside influence.
Financial Advisor Disclosures to Know
As with any financial advisory firm, RMB Capital Management is required to disclose any potential conflicts of interest or legal actions against the company. Clients can find this information on the firm’s Form ADV, which is filed with the Securities and Exchange Commission.