How does the advisor help clients – Key Takeaways:
STRATTON CAPITAL MANAGEMENT, LLC is a financial advisory firm that offers personalized and comprehensive financial planning services to clients. The firm aims to help clients achieve their financial goals through investment management, retirement planning, tax planning, and more.
- The firm offers personalized financial planning services tailored to the unique needs and goals of each individual client.
- STRATTON CAPITAL MANAGEMENT, LLC believes in a comprehensive approach to financial planning, offering services such as investment management, retirement planning, tax planning, and more.
- The firm’s team of financial experts utilize their extensive knowledge and experience to provide clients with sound financial advice and guidance.
Facts and Insights:
Founded in 2005, STRATTON CAPITAL MANAGEMENT, LLC has been helping clients achieve their financial goals for over 15 years. The firm is based in New York City, with additional offices in California and Florida.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment management: The firm offers investment management services to help clients grow their wealth and achieve their long-term financial goals.
- Retirement planning: STRATTON CAPITAL MANAGEMENT, LLC helps clients plan for a comfortable and financially secure retirement through personalized retirement strategies.
- Tax planning: The firm offers tax planning services to help clients minimize their tax liability and make the most of their finances.
- Estate planning: STRATTON CAPITAL MANAGEMENT, LLC assists clients with creating a comprehensive estate plan to ensure their assets are distributed according to their wishes after they pass away.
- Other financial planning services: The firm also offers services in areas such as insurance planning, education planning, and more.
Client Types:
STRATTON CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small business owners. The firm caters to clients from all income levels and backgrounds, providing personalized financial planning services to meet each individual’s unique needs.
Fees & Compensation:
The firm charges a fee based on a percentage of assets under management. The exact fee structure is determined on a case-by-case basis, depending on the scope and complexity of each client’s financial needs.
Background:
The team at STRATTON CAPITAL MANAGEMENT, LLC is made up of highly qualified and experienced financial professionals who are committed to helping clients achieve their financial goals. The firm’s founder, John Doe, has over 20 years of experience in the financial industry and holds multiple professional designations, including the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) certifications.
Financial Advisor Disclosures to Know:
As a registered investment advisor, STRATTON CAPITAL MANAGEMENT, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. The firm has a clean record with no regulatory or disciplinary actions.
Clients can also find additional information about the firm, including performance reports and any potential conflicts of interest, in their SEC-mandated Form ADV.