ROSENTHAL CAPITAL MANAGEMENT, LLC

How does the advisor help clients – Key Takeaways:

Rosenthal Capital Management, LLC is a leading financial management firm committed to helping clients achieve their financial goals. With over 20 years of experience in the industry, they have built a strong reputation for delivering exceptional results and personalized service to their clients.

Here are some key takeaways of how Rosenthal Capital Management, LLC can help clients:

• Expertise in financial planning and investment management
• Customized solutions tailored to individual needs and goals
• Comprehensive approach to managing wealth
• Dedicated team of professionals with deep market knowledge
• Transparent and ethical practices

By leveraging their expertise and resources, Rosenthal Capital Management, LLC aims to provide clients with the tools and guidance they need to make informed financial decisions and achieve long-term success.

Facts and Insights

Rosenthal Capital Management, LLC currently manages over $1 billion in assets for their clients. With a team of experienced and knowledgeable advisors, they are dedicated to helping individuals and institutions grow and protect their wealth.

In addition, Rosenthal Capital Management, LLC offers regular market insights and commentary to keep clients informed about the ever-changing financial landscape. Through their research and analysis, clients can gain valuable insights to make informed decisions about their investments.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

Rosenthal Capital Management, LLC provides a wide range of financial services to meet the diverse needs of their clients. These services include:

• Financial planning
• Investment management
• Retirement planning
• Estate planning
• Tax planning and management
• Insurance solutions

By offering a comprehensive suite of services, Rosenthal Capital Management, LLC is able to offer holistic solutions to their clients’ financial needs.

Client Types

Rosenthal Capital Management, LLC works with a diverse range of clients, including:

• High-net-worth individuals
• Trusts and estates
• Foundations and endowments
• Corporations and businesses
• Non-profit organizations

Regardless of the client type, Rosenthal Capital Management, LLC is dedicated to providing personalized and tailored solutions to help each client reach their financial goals.

Fees & Compensation

Rosenthal Capital Management, LLC operates on a fee-only basis, meaning they only receive compensation from their clients and do not earn commissions or other forms of compensation from third parties. This fee structure aligns their interests with those of their clients and ensures unbiased recommendations.

Fees are based on a percentage of assets under management and vary depending on the level of service and complexity of each client’s financial situation. Rosenthal Capital Management, LLC believes in transparency and will always provide full disclosure of their fees before any services are rendered.

Background

Founded in 1999, Rosenthal Capital Management, LLC has been providing top-notch financial services to clients for over 20 years. Their team of experienced advisors, led by founder and CEO Jane Rosenthal, has a combined experience of over 100 years in the financial industry.

Rosenthal Capital Management, LLC is an SEC-registered investment advisor and adheres to strict fiduciary standards, meaning they are legally obligated to act in their clients’ best interests. This commitment to ethics and integrity is at the core of their business philosophy.

Financial Advisor Disclosures to Know

As a registered investment advisor, Rosenthal Capital Management, LLC is required to disclose any potential conflicts of interest to their clients. In order to help clients make informed decisions, they provide a list of potential conflicts in their Form ADV, which can be found on the Securities and Exchange Commission’s website.

In addition, Rosenthal Capital