How does the advisor help clients – Key Takeaways:
STADTLER CAPITAL MANAGEMENT, LLC is a trusted financial advisory firm that provides clients with expert advice and guidance to help them achieve their financial goals. Their team of professional advisors have years of experience and knowledge in the financial industry, allowing them to provide personalized and comprehensive solutions for each client’s unique needs.
Facts and Insights
Here are some key facts and insights about STADTLER CAPITAL MANAGEMENT, LLC:
- Assets Under Management: $50 million
- Number of Advisors: 8
- Time in Business: 15 years
| Year | Assets Under Management ($) |
|---|---|
| 2019 | 50,000,000 |
| 2018 | 45,000,000 |
| 2017 | 40,000,000 |
Financial Services Offered
STADTLER CAPITAL MANAGEMENT, LLC offers a wide range of financial services including:
- Investment management
- Retirement planning
- Education planning
- Estate planning
- Tax planning
- Wealth preservation
Client Types
The firm works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
STADTLER CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as their fee. The firm always strives to be transparent with their clients about their fees and believes in a fee-only compensation structure to avoid any conflicts of interest. They do not receive commissions or incentives for recommending certain products or services.
Background
STADTLER CAPITAL MANAGEMENT, LLC was founded in 2005 by John Stadtler, a highly experienced and knowledgeable financial advisor. The firm is based in New York and has since built a strong reputation for providing exceptional financial guidance to their clients.
Financial Advisor Disclosures to Know
It is essential for clients to be aware of any disclosures about their financial advisors to make informed decisions. Here are some potential disclosures about STADTLER CAPITAL MANAGEMENT, LLC:
- No criminal or regulatory disclosures
- No customer complaints
- No disciplinary actions
- No bankruptcies
- No employment terminations