How does the advisor help clients – Key Takeaways:
Sibilla Capital Management LLC provides expert financial guidance to its clients. Through its team of experienced advisors, the firm offers a comprehensive range of financial services and caters to a diverse client base. With a strong background in the industry and proven track record, Sibilla Capital Management LLC is a top choice for individuals looking to secure their financial future.
Facts and Insights
Sibilla Capital Management LLC was founded in 2008 and has been in business for over a decade. The firm is based in New York City and has a team of 10 dedicated advisors. As of 2021, the firm has over $500 million worth of assets under management, providing financial management services to a diverse clientele.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 13 |
Financial Services Offered
Sibilla Capital Management LLC offers a wide range of financial services to its clients. These include investment management, retirement planning, tax planning, wealth preservation, estate planning, and risk management. The firm also provides customized financial solutions tailored to the specific needs and goals of each client.
Client Types
Sibilla Capital Management LLC caters to a diverse clientele, including high-net-worth individuals, families, and business owners. The firm also serves institutions such as foundations, endowments, and non-profits. With a commitment to delivering personalized services, Sibilla Capital Management LLC works closely with each client to understand their unique financial needs and goals.
Fees & Compensation
Sibilla Capital Management LLC charges fees based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of its clients. The exact fee percentage may vary depending on the size and complexity of the client’s portfolio. The firm does not receive any commissions or third-party payments, ensuring complete transparency in its compensation structure.
Background
Sibilla Capital Management LLC was founded by John Sibilla with a vision to provide top-notch financial guidance to individuals and businesses. With over 20 years of experience in the financial industry, John Sibilla leads a team of experienced advisors who are committed to helping clients achieve their financial goals. The firm’s success is a testament to its strong leadership and client-centric approach.
Financial Advisor Disclosures to Know
Sibilla Capital Management LLC takes its fiduciary responsibility seriously and prioritizes the best interests of its clients. As a registered investment advisor, the firm follows strict compliance guidelines set forth by the Securities and Exchange Commission (SEC). The firm also has a clean regulatory record with no disciplinary actions or sanctions.