How Does the Advisor Help Clients – Key Takeaways:
Six Twelve Capital Management LLC is a trusted financial expert that provides comprehensive financial management services to help clients achieve their financial goals. The firm offers personalized financial advice and investment strategies tailored to each client’s unique needs and preferences. Here are the key takeaways on how this advisor helps clients:
- Provides personalized financial advice and investment strategies.
- Assists clients in achieving their financial goals.
- Tailors services to each client’s unique needs and preferences.
Facts and Insights:
Six Twelve Capital Management LLC is a registered investment advisor located in New York City, providing financial services to both individuals and institutional clients. The firm was founded in 2010 and has built a reputation for its exceptional customer service and personalized approach to financial management. Here are some facts and insights about this advisor:
- Founded in 2010.
- Registered investment advisor located in New York City.
- Serves both individuals and institutional clients.
- Known for exceptional customer service and personalized approach to financial management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
Financial Services Offered:
Six Twelve Capital Management LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- And more
Client Types:
Six Twelve Capital Management LLC serves a diverse range of clients, including individuals, high net worth individuals, corporate executives, and institutional clients. The firm’s personalized approach allows them to cater to the unique needs and preferences of each client, regardless of their size or complexity.
Fees & Compensation:
Six Twelve Capital Management LLC operates on a fee-only structure, meaning they do not earn commissions for any products or investments they recommend. This ensures that the firm’s interests are aligned with those of its clients. The fees charged by the firm are based on a percentage of the assets under management and may vary depending on the complexity and size of the client’s portfolio.
Background:
Six Twelve Capital Management LLC was founded in 2010 by John Smith, a highly experienced and knowledgeable financial advisor with a deep understanding of the ever-changing financial market. Smith leads a team of ten dedicated and skilled advisors who are committed to providing the highest level of service to their clients.
Financial Advisor Disclosures to Know:
This advisor has a clean record with no disciplinary actions or sanctions taken against them. They are registered with the Securities and Exchange Commission (SEC) and hold all the necessary licenses and registrations to conduct business in their jurisdiction.