About WEATHERHELM CAPITAL MANAGEMENT LLC
Weatherhelm Capital Management LLC is a registered investment advisor based in New York City. The firm specializes in providing custom portfolio management solutions to high-net-worth individuals, families, and institutions.
How does the advisor help clients – Key Takeaways:
- Weatherhelm Capital Management LLC offers personalized portfolio management solutions to clients.
- The firm utilizes a disciplined investment approach to manage client assets.
- The advisors at Weatherhelm Capital Management LLC have expertise in managing a wide range of investment strategies.
- The firm prioritizes regular communication and collaboration with clients to ensure their financial goals are met.
Facts and Insights
Weatherhelm Capital Management LLC has been in operation since 2008, managing a total of $750 million in assets under management. Over the years, the firm has established a reputation for providing expert financial guidance to clients, with a focus on long-term wealth creation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $750 million | 7 | 13 years |
Financial Services Offered
Weatherhelm Capital Management LLC offers a range of financial services including:
- Portfolio management
- Investment analysis and research
- Wealth management and planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm primarily serves high-net-worth individuals, families, and institutions, and also caters to select accredited investors. They work closely with each client to develop personalized investment strategies that align with their financial goals and risk tolerance.
Fees & Compensation
Weatherhelm Capital Management LLC charges a percentage of assets under management as their fee, with rates varying based on the size of the portfolio. The firm has a fiduciary duty to act in the best interest of their clients, ensuring transparency and avoiding any potential conflicts of interest.
Background
Weatherhelm Capital Management LLC was founded by a team of experienced investment professionals with backgrounds in economics, finance, and wealth management. The firm is dedicated to providing top-notch financial services and continuously enhancing their expertise and capabilities to meet the ever-evolving needs of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Weatherhelm Capital Management LLC is required to disclose any potential conflicts of interest to their clients. They have a clean record with no disciplinary actions or other disclosures to report.