How does TORUS CAPITAL MANAGEMENT, LLC help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services to clients.
- Offers a wide range of financial services, including investment management, retirement planning, and estate planning.
- Uses a holistic approach to financial planning, taking into account clients’ overall financial goals and objectives.
- Employs a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Facts and Insights:
TORUS CAPITAL MANAGEMENT, LLC is a registered investment advisory firm located in New York City. The firm was founded in 2005 and has been providing financial planning services to individuals, families, and businesses for over 15 years. The team at TORUS CAPITAL MANAGEMENT, LLC has a combined experience of over 50 years in the financial services industry, making them well-equipped to handle a variety of financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types:
- Individuals
- Families
- Businesses
Fees & Compensation:
TORUS CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as their fee. The exact fee percentage is determined on a case-by-case basis, taking into consideration the complexity of the client’s financial situation and the services provided. The firm does not receive any other form of compensation, such as commissions or referral fees.
Background:
The team at TORUS CAPITAL MANAGEMENT, LLC is made up of experienced and highly educated professionals. The majority of advisors hold advanced degrees and certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Investment Management Analyst (CIMA). This expertise allows the firm to provide clients with the highest level of financial advice and guidance.
Financial Advisor Disclosures to Know:
TORUS CAPITAL MANAGEMENT, LLC has a clean regulatory record. The firm has not faced any disciplinary actions or regulatory sanctions in the past. They are committed to upholding the highest ethical standards and providing transparent and honest services to their clients.