How does the advisor help clients – Key Takeaways:
- Offers financial expertise to clients
- Provides personalized financial plans
- Offers a range of financial services
- Caters to different types of clients
- Discloses important information to clients
Facts and Insights
THIRD PRIME CAPITAL MANAGEMENT, LLC is a financial advisory firm that specializes in providing expert financial advice to clients. With a team of experienced and knowledgeable advisors, the firm helps clients achieve their financial goals through personalized plans and a range of financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
THIRD PRIME CAPITAL MANAGEMENT, LLC caters to a diverse range of clients including high net worth individuals, families, and business owners. The firm understands that each client has unique financial goals and offers personalized solutions to meet their needs.
Fees & Compensation
The firm charges fees based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ performance. Clients are also provided with a clear breakdown of all fees and expenses before engaging their services. Additional fees may apply for certain services.
Background
Founded in 2006, THIRD PRIME CAPITAL MANAGEMENT, LLC has established a reputation for providing top-notch financial services and advice to clients. The firm prides itself on its team of experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
- The firm is registered with the Securities and Exchange Commission (SEC)
- The firm has no disciplinary history
- The firm has a clean record of any legal or regulatory actions