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Acting as a Financial Expert: TEPPER CAPITAL MANAGEMENT
How does the advisor help clients – Key Takeaways:
Tepper Capital Management provides personalized and comprehensive financial planning and investment management services to help clients achieve their financial goals. Their team of experienced and knowledgeable advisors work closely with clients to understand their unique financial situations and provide tailored solutions to meet their specific needs.
Some key takeaways of Tepper Capital Management include:
- Customized financial strategies: Tepper Capital Management takes a holistic approach to financial planning, creating personalized strategies that align with clients’ goals, risk tolerance, and time horizon.
- Expert investment management: With decades of experience in the financial industry, the advisors at Tepper Capital Management have the expertise to manage clients’ investments and help them navigate market fluctuations.
- Comprehensive financial planning: In addition to investment management, Tepper Capital Management offers a range of financial planning services, including retirement planning, tax planning, estate planning, and risk management.
- Client-focused approach: Tepper Capital Management puts their clients’ best interests first, always striving to build long-term relationships based on trust and transparency.
Facts and Insights
Incorporated in 1999, Tepper Capital Management has been in business for over two decades, providing top-notch financial services to clients. Their team consists of 18 advisors managing over $1.5 billion in assets under management (AUM) for 800 clients. With an average of 20 years of industry experience per advisor, Tepper Capital Management is dedicated to delivering optimal financial solutions for their clients.
As of their latest Form ADV filing in March 2020, Tepper Capital Management reported the following data:
| Asset Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 18 | 21 |
Financial Services Offered
Tepper Capital Management offers a wide range of financial services to meet their clients’ diverse needs. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- Asset allocation
- College planning
- Cash flow analysis
- Charitable giving strategies
The comprehensive approach of Tepper Capital Management ensures that clients’ financial needs are met across multiple areas, providing them with a well-rounded and personalized financial plan.
Client Types
Tepper Capital Management primarily serves individuals and families, including high net-worth individuals, retirees, and business owners. They also work with institutional clients, including pension and profit sharing plans, trusts, endowments, and foundations.
Their team is equipped to handle the unique financial situations of each client type and tailor their services to meet their specific needs and goals.
Fees & Compensation
Tepper Capital Management charges a fee based on a percentage of assets under management for their investment management services. The percentage varies depending on the total value of assets being managed, with higher balances receiving lower fees. They also offer hourly or flat fee financial planning services, depending on the complexity of the services required.
Their fee structure is designed to align with their clients’ interests, as they do not receive commissions or incentives for promoting specific investments or products.
Background
The founder and president of Tepper Capital Management, Adam Tepper, has been in the financial industry for over 30 years and has a vast array of experience and expertise in managing investments and providing financial advice. He is a Certified Financial Planner (CFP®) and a Registered Investment Advisor (RIA), demonstrating his commitment to ethical and professional standards in the financial industry.
The team at Tepper Capital Management consists of experienced advisors who hold various certifications, including CFP®, CPA, and MBA. They are dedicated to staying informed of industry changes and continuously learning to provide the best financial services to their clients.
Financial Advisor Disclosures to Know
When it comes to working with a financial advisor, it is crucial to understand any potential conflicts of interest or disclosures that may impact their ability to serve their clients. As a registered investment advisor, Tepper Capital Management must disclose any pertinent information to clients, including:
- Any