How does the advisor help clients – Key Takeaways:
TRACHTENBERG CAPITAL MANAGEMENT, LLC is a respected financial services firm that prides itself on its expertise and experience in the ever-changing world of finance. They provide personalized financial guidance to their clients, helping them make informed decisions about their money and investments.
The team at TRACHTENBERG CAPITAL MANAGEMENT, LLC is dedicated to helping their clients achieve their financial goals. They work closely with each client to understand their unique needs, risk tolerance, and financial objectives. From there, they develop customized strategies and provide ongoing support to ensure their clients’ financial success.
Facts and Insights:
TRACHTENBERG CAPITAL MANAGEMENT, LLC has been operating for over 20 years, providing their clients with reliable and trusted financial advice. As of the end of 2020, they had over $800 million in assets under management (AUM) and employed a team of 10 experienced financial advisors.
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1999 | 10 | $800 million |
Financial Services Offered:
TRACHTENBERG CAPITAL MANAGEMENT, LLC offers a wide range of financial services to their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. Their team of professionals works collaboratively to provide expert advice and guidance in all areas of financial planning.
Client Types:
TRACHTENBERG CAPITAL MANAGEMENT, LLC works with a diverse group of clients, including individuals, families, and businesses. They offer personalized financial services to each client, taking into consideration their unique financial situations, goals, and risk tolerance.
Fees & Compensation:
TRACHTENBERG CAPITAL MANAGEMENT, LLC charges fees based on a percentage of AUM for their investment management services. They may also charge an hourly fee for financial planning services. It is important to note that their advisors do not earn commissions on any products or services sold, ensuring that their clients’ best interests always come first.
Background:
The founder and CEO of TRACHTENBERG CAPITAL MANAGEMENT, LLC, John Trachtenberg, has over 30 years of experience in the financial industry. He holds an MBA from Harvard Business School and is a Certified Financial Planner (CFP). He has assembled a team of experienced professionals who share his dedication to providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, TRACHTENBERG CAPITAL MANAGEMENT, LLC is legally required to disclose any potential conflicts of interest to their clients. These disclosures include any affiliations or relationships with third-party firms or products. Their advisors are committed to transparency and always prioritize their clients’ best interests.