How does the advisor help clients – Key Takeaways:
SOMERSET CAPITAL MANAGEMENT LLP serves as a knowledgeable and experienced financial expert that assists clients in creating and executing effective investment strategies. They provide a wide range of financial services and cater to various client types, while also being transparent about their fees and compensation. Their long-standing reputation and impressive assets under management make them a trusted and reliable choice for individuals seeking financial guidance.
Facts and Insights
SOMERSET CAPITAL MANAGEMENT LLP is a registered investment advisor (RIA) that has been in business since 1989. They have a team of 27 advisors who collectively manage over $1.2 billion in assets under management (AUM). They specialize in creating customized investment portfolios for their clients and have a strong track record of consistently generating positive returns.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 27 | 30 years |
Financial Services Offered
SOMERSET CAPITAL MANAGEMENT LLP offers a wide range of financial services to help clients achieve their investment goals. These services include:
- Asset management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Their team of advisors has extensive knowledge and experience in these areas, allowing them to provide comprehensive and personalized financial solutions for their clients.
Client Types
SOMERSET CAPITAL MANAGEMENT LLP caters to a diverse range of clients, including individuals, families, trusts, and institutions. They believe that every client has unique financial needs and goals, and they work closely with each one to develop a customized investment plan that best suits their specific circumstances.
Fees & Compensation
As a fiduciary, SOMERSET CAPITAL MANAGEMENT LLP is committed to acting in the best interests of their clients at all times. They are transparent about their fees and do not receive any commissions or kickbacks for recommending specific investments. Instead, they charge a percentage of AUM, which is typically lower than industry standards, ensuring that their clients’ interests are aligned with their own.
Background
SOMERSET CAPITAL MANAGEMENT LLP was founded in 1989 by a team of experienced financial professionals. They have offices in New York City and Westport, Connecticut, and are registered with the Securities and Exchange Commission (SEC). Their team of advisors has a diverse background, with expertise in various financial disciplines, including investment management, financial planning, tax planning, and portfolio construction.
Financial Advisor Disclosures to Know
As a registered investment advisor, SOMERSET CAPITAL MANAGEMENT LLP is required to comply with strict regulations and disclose any potential conflicts of interest to their clients. These disclosures include any legal or disciplinary actions against the firm or its advisors, as well as their fee structure and compensation arrangements. Clients can review this information on the firm’s Form ADV, which is accessible on the SEC’s website.