tag
How does the advisor help clients – Key Takeaways:
ALTA CAPITAL MANAGEMENT LLC is a leading financial advisor that specializes in providing expert financial services to a wide range of clients. Their team of professionals possess extensive knowledge and experience in various areas of finance, making them a trusted source for financial advice and management.
Here are some key takeaways on how ALTA CAPITAL MANAGEMENT LLC helps their clients:
- They provide comprehensive financial planning strategies tailored to each client’s specific needs and goals.
- Their team of advisors are highly knowledgeable and experienced in various areas of finance, including investments, retirement planning, tax planning, estate planning, and more.
- They prioritize building and maintaining strong relationships with their clients, based on trust, integrity, and transparency.
- They continuously monitor and adjust their strategies to ensure their clients’ financial goals are on track.
Facts and Insights
To better understand how ALTA CAPITAL MANAGEMENT LLC serves their clients, let’s take a look at some numbers:
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
As of 2021, ALTA CAPITAL MANAGEMENT LLC has been in business for 22 years and manages over $500 million in assets. They have a team of 10 highly qualified advisors dedicated to providing the best financial services to their clients.
Financial Services Offered
ALTA CAPITAL MANAGEMENT LLC offers a comprehensive range of financial services to their clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Business succession planning
Their team of advisors works closely with their clients to develop customized financial plans that align with their specific needs and goals.
Client Types
ALTA CAPITAL MANAGEMENT LLC caters to a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
They are committed to providing personalized and comprehensive financial services to all their clients, regardless of their financial situation or background.
Fees & Compensation
ALTA CAPITAL MANAGEMENT LLC follows a fee-based compensation structure, where their fees are based on a percentage of the total assets they manage for each client. The specific fee percentage may vary depending on the services provided and the client’s individual situation.
Background
ALTA CAPITAL MANAGEMENT LLC was founded in 1999 with a mission to provide top-quality financial services to their clients. Over the years, they have grown to become a well-respected and trusted financial advisor, serving clients across the country.
Their team of advisors is comprised of highly qualified professionals, possessing various certifications and credentials, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
ALTA CAPITAL MANAGEMENT LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are required to provide their clients with certain disclosures, including:
- Form ADV, which outlines their services, fees, and policies.
- Code of Ethics, which outlines the ethical standards their team of advisors must adhere to.
- Privacy Policy, which outlines how they collect and use their clients’ personal information.
These documents are crucial for clients to understand the terms of their relationship with ALTA CAPITAL MANAGEMENT LLC, as well as the firm’s practices and policies.
In conclusion, ALTA CAPITAL MANAGEMENT LLC is a reputable and experienced financial advisor that offers a wide range of services to help clients achieve their financial goals. Their commitment to building strong relationships and providing personalized solutions sets them apart in the industry.