How does the advisor help clients – Key Takeaways:
TRESSES CAPITAL MANAGEMENT, LLC is a financial firm dedicated to helping clients achieve their financial goals.
- Provides personalized financial planning and investment management services
- Offers a diverse range of financial services to meet clients’ individual needs
- Has a team of experienced advisors who act as trusted partners for clients
- Takes a holistic approach to financial planning, considering all aspects of a client’s financial life
- Committed to transparency, education, and ethical practices
Facts and Insights
Founded in 2005, TRESSES CAPITAL MANAGEMENT, LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Management
- Education Planning
- Insurance Planning
- Cash Flow Management
- Debt Management
- Business Planning
Client Types
TRESSES CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
Fees & Compensation
The firm operates on a fee-only model, meaning they do not receive commissions for selling products or services. Their fees are based on a percentage of assets under management, ensuring they have a vested interest in helping clients grow their investments.
Background
TRESSES CAPITAL MANAGEMENT, LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm’s team of advisors has a diverse set of skills and backgrounds, allowing them to provide comprehensive and personalized financial advice to clients.
Financial Advisor Disclosures to Know
TRESSES CAPITAL MANAGEMENT, LLC is committed to transparency and ethical practices. As such, they have no disclosures to report on their record. This means clients can trust that their advisors have their best interests in mind at all times.