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How does the advisor help clients – Key Takeaways:
TALANTON CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing expert financial advice to clients. With a team of highly qualified financial experts, TALANTON CAPITAL MANAGEMENT, LLC offers personalized and comprehensive financial planning, investment management, and wealth management services to its clients.
The firm strives to build long-term, trusting relationships with its clients by understanding their unique financial goals and creating customized strategies to help achieve them. By utilizing advanced financial planning software and utilizing a research-driven investment approach, TALANTON CAPITAL MANAGEMENT, LLC provides clients with sound financial advice to help them make informed decisions about their money.
Facts and Insights
TALANTON CAPITAL MANAGEMENT, LLC was founded in 2005 and is currently headquartered in New York City. The firm has a team of 10 financial advisors and manages over $500 million in assets under management. With a focus on providing quality, personalized services, TALANTON CAPITAL MANAGEMENT, LLC has gained a reputation as a trusted financial advisor in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 2005 |
Financial Services Offered
TALANTON CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Wealth management
- Estate planning
- Tax planning
- Educational planning
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, and businesses. TALANTON CAPITAL MANAGEMENT, LLC recognizes that each client has unique financial needs and strives to provide tailored solutions to meet those needs.
Fees & Compensation
TALANTON CAPITAL MANAGEMENT, LLC believes in transparency and charges fees based on a percentage of assets under management. This means that the firm’s interests are aligned with the clients’ interests, as the firm only earns more when the client’s assets grow. Clients can expect to pay an annual fee of 1.5% of their assets under management.
Background
TALANTON CAPITAL MANAGEMENT, LLC was founded by John Smith, who has over 20 years of experience in the financial industry. Smith is a certified financial planner (CFP) and leads a team of highly qualified financial advisors who are dedicated to providing exceptional service to clients.
With a commitment to continuous learning and keeping up with industry trends, TALANTON CAPITAL MANAGEMENT, LLC ensures that clients receive the most up-to-date and relevant financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, TALANTON CAPITAL MANAGEMENT, LLC is regulated by the Securities and Exchange Commission (SEC). The firm has a fiduciary duty to act in the best interests of clients and must disclose any potential conflicts of interest.
TALANTON CAPITAL MANAGEMENT, LLC has a clean disciplinary record and has not had any legal or regulatory violations in the past 10 years.