Find Out How Three Sigma Capital, LLC Can Help You Manage Your Finances
Three Sigma Capital, LLC is a leading financial advisory firm that provides expert guidance and assistance to its clients in managing their finances. With years of experience and a proven track record, Three Sigma Capital has gained a reputation for being a trusted and reliable partner in helping individuals and businesses achieve their financial goals. Here are some key takeaways on how Three Sigma Capital can assist clients in managing their financial matters:
Facts and Insights
Three Sigma Capital, LLC was founded in 2007 and has been in the financial services industry for over 13 years. The firm is based in New York City and has a team of experienced financial advisors who are dedicated to providing personalized and comprehensive financial solutions to clients. As of 2020, Three Sigma Capital has over $1 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion (as of 2020) | 10 | 13 years |
Financial Services Offered
Three Sigma Capital, LLC offers a wide range of financial services to meet the diverse needs of its clients. Some of the services provided include investment management, retirement planning, estate planning, tax planning, and risk management. The firm also offers comprehensive financial planning that takes into consideration a client’s unique financial situation and goals.
Client Types
Three Sigma Capital, LLC caters to a diverse clientele, including high net worth individuals, families, and businesses. The firm’s services are tailored to meet the specific needs and goals of each client, regardless of their financial situation or level of wealth.
Fees & Compensation
Three Sigma Capital, LLC follows a fee-only compensation structure, which means that the firm does not earn commissions or sell any products. Clients pay a fee based on the assets under management or a flat fee for financial planning services. This fee structure ensures transparency and aligns the interests of the firm with those of its clients.
Background
The team at Three Sigma Capital, LLC is made up of qualified and experienced financial advisors who have a deep understanding of the financial markets and a passion for helping people achieve financial success. The firm’s founder, John Smith, has over 20 years of experience in the financial services industry and has built a team of talented and knowledgeable advisors to assist clients with their financial needs.
Financial Advisor Disclosures to Know
Before hiring any financial advisor, it is important to understand their background and any potential conflicts of interest that may exist. Three Sigma Capital, LLC prides itself on maintaining transparency with its clients and provides all necessary disclosures as required by regulatory bodies. These disclosures can be found on the firm’s website or by consulting with your assigned advisor.