How does TRI PEAKS CAPITAL, LLC help clients – Key Takeaways:
TRI PEAKS CAPITAL, LLC is a financial advisory firm that provides expert advice to clients on various financial matters. The firm specializes in wealth management, estate planning, retirement planning, and investment management. With years of experience in the financial industry, the team at TRI PEAKS CAPITAL, LLC is dedicated to helping clients achieve their financial goals.
The following are the key takeaways of how TRI PEAKS CAPITAL, LLC assists clients:
- Creates personalized financial plans: The advisors at TRI PEAKS CAPITAL, LLC work closely with clients to understand their financial situation and create customized plans that align with their goals and risk tolerance.
- Offers diverse financial services: The firm offers a wide range of financial services, including investment management, retirement planning, college planning, insurance solutions, and more.
- Provides expert market insights: TRI PEAKS CAPITAL, LLC stays updated with the latest market trends and economic conditions to provide clients with valuable insights and recommendations.
- Offers ongoing support: The firm maintains a long-term relationship with clients to monitor their progress and make necessary adjustments to their financial plans.
Facts and Insights
TRI PEAKS CAPITAL, LLC was founded in 2008 and is based in New York City. As of 2021, the firm has approximately $500 million in assets under management and employs 10 advisors. The team at TRI PEAKS CAPITAL, LLC brings a wealth of knowledge and experience to help clients achieve their financial goals.
Here are some insights about TRI PEAKS CAPITAL, LLC:
- The firm serves a diverse clientele, including high-net-worth individuals, families, and small business owners.
- The advisors at TRI PEAKS CAPITAL, LLC have an average of 15 years of experience in the financial industry.
- The firm has a disciplined investment approach that focuses on asset allocation and risk management to help clients achieve long-term growth.
- TRI PEAKS CAPITAL, LLC charges fees based on a percentage of assets under management, making their interests aligned with those of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 10 |
Financial Services Offered
TRI PEAKS CAPITAL, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Estate Planning
- Retirement Planning
- College Planning
- Insurance Solutions
- Wealth Management
- Tax Planning
- Cash Flow Management
Client Types
The clients of TRI PEAKS CAPITAL, LLC include:
- High-net-worth individuals
- Families
- Small business owners
Fees & Compensation
TRI PEAKS CAPITAL, LLC charges fees based on a percentage of assets under management. The firm’s fees are competitive with the industry average and are transparently disclosed to clients.
Background
TRI PEAKS CAPITAL, LLC was founded in 2008 by a team of experienced financial advisors with a vision to help clients achieve financial success. The firm has since grown into a successful financial advisor with a strong track record of helping clients reach their goals.
Financial Advisor Disclosures to Know
TRI PEAKS CAPITAL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm has a fiduciary duty to act in the best interests of its clients. The firm also has a clean record with no disciplinary actions or disclosures to report.