How does the advisor help clients – Key Takeaways:
TABULA RASA CAPITAL is committed to providing expert financial guidance to its clients. Through strategic and personalized financial planning, the firm helps clients achieve their financial goals and secure their financial future.
Here are some key takeaways on how TABULA RASA CAPITAL helps its clients:
- Expert financial advice: TABULA RASA CAPITAL employs a team of experienced and highly qualified financial advisors who possess a deep understanding of the financial markets and the latest industry trends. They use this expertise to provide sound financial advice to clients.
- Personalized financial planning: Every client has unique financial goals and needs. The advisors at TABULA RASA CAPITAL understand this and work closely with clients to create personalized financial plans that align with their specific objectives.
- Ongoing support and guidance: TABULA RASA CAPITAL offers ongoing support and guidance to its clients, assisting them in making informed financial decisions throughout their financial journey.
Facts and Insights:
Here are some interesting facts and insights about TABULA RASA CAPITAL:
- Assets Under Management: As of December 2020, the firm has approximately $500 million in assets under management.
- Number of Advisors: TABULA RASA CAPITAL has a team of 10 experienced and dedicated financial advisors.
- Time in Business: The firm has been in business for over 20 years, since 1998.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management (as of Dec 2020) | Number of Advisors | Time in Business |
|---|---|---|---|
| TABULA RASA CAPITAL | $500 million | 10 | over 20 years |
Financial Services Offered:
TABULA RASA CAPITAL offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types:
TABULA RASA CAPITAL serves a diverse client base, including:
- High-net-worth individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation:
TABULA RASA CAPITAL charges a fee for its financial services, based on a percentage of assets under management. The firm believes in a transparent fee structure and ensures that clients understand all costs associated with their financial plan.
Compensation for advisors at TABULA RASA CAPITAL may also include commissions from the sale of certain financial products, such as insurance policies or mutual funds. In such cases, the firm follows a fiduciary standard to act in the best interest of the client.
Background:
TABULA RASA CAPITAL was founded in 1998 with the aim of providing top-notch financial planning and investment management services to clients. The firm is located in New York, and its team of advisors has a combined experience of over 100 years in the financial industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, TABULA RASA CAPITAL must adhere to certain disclosure requirements. Some important disclosures to know about the firm include:
- Registered with the Securities and Exchange Commission (SEC)
- Has no legal or disciplinary actions on record
- Has no disclosures regarding bankruptcy or criminal charges