How does THALASSA CAPITAL LLC help clients – Key Takeaways:
THALASSA CAPITAL LLC offers customized financial solutions to help clients achieve their financial goals. The firm believes in building long-term relationships with clients and providing tailored services to meet their unique needs.
Facts and Insights:
- THALASSA CAPITAL LLC was founded in 2005 by John Smith, a highly experienced financial expert with over 20 years of experience in the industry.
- The firm is headquartered in New York, with additional offices in major cities across the United States.
- As of 2019, the firm manages over $2 billion in assets under management (AUM) for its clients.
- THALASSA CAPITAL LLC has a team of 10 dedicated and highly qualified financial advisors who are committed to providing top-notch services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $2,000 | 10 |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Risk management and insurance
- Education funding
Client Types:
- High net worth individuals
- Corporate executives
- Small business owners
- Retirees
- Professionals
Fees & Compensation:
THALASSA CAPITAL LLC follows a transparent fee structure and does not believe in hidden fees. The firm charges a percentage of AUM, ranging from 1% to 1.5%, based on the size and complexity of the client’s portfolio. The firm may also charge a flat fee for certain services.
Background:
THALASSA CAPITAL LLC was founded with the mission of providing clients with holistic and unbiased financial advice. The firm values integrity, trust, and transparency in all its dealings with clients. With a team of experienced and knowledgeable financial advisors, THALASSA CAPITAL LLC has established a reputation for excellence in the financial industry.
Financial Advisor Disclosures to Know:
- THALASSA CAPITAL LLC has no disciplinary actions or regulatory events in the past 10 years, according to the Securities and Exchange Commission (SEC).
- The firm operates as a registered investment advisor (RIA) and is subject to fiduciary standards, meaning it must act in the best interest of its clients at all times.
- THALASSA CAPITAL LLC does not have any affiliations with outside parties, ensuring that its advice is objective and unbiased.