About MARINE LAYER CAPITAL LLC
Marine Layer Capital LLC is a boutique financial advisory firm with a team of experienced professionals dedicated to providing comprehensive financial planning and investment management services to its clients. The firm prides itself on its expertise in various areas of finance and its commitment to putting clients’ interests first.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning and investment management services tailored to each client’s needs and goals.
– Offers a diverse range of financial services, including retirement planning, tax planning, and estate planning.
– Empowers clients with financial education and tools to make informed decisions about their money.
– Operates with transparency and puts clients’ interests first.
Facts and Insights
MARINE LAYER CAPITAL LLC has been in business for over 10 years and has established a strong reputation for its commitment to providing high-quality financial services. The firm has a team of 15 advisors with an average of 12 years of experience in the financial industry. They serve a diverse clientele, including individuals, families, and small business owners.
Assets Under Management, Number of Advisors and Time in Business:
The firm currently manages over $500 million in assets under management (AUM). With 15 advisors, the firm’s advisor-to-client ratio is 1:70, ensuring personalized attention to each client. MARINE LAYER CAPITAL LLC has been in business since 2010, providing financial planning and investment management services for over 10 years.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
MARINE LAYER CAPITAL LLC offers a comprehensive range of financial services to help clients reach their financial goals. These services include:
– Retirement planning
– Investment management
– Tax planning
– Estate planning
– Cash flow analysis
– Risk management
– Education planning
– Business planning
With a team of experienced advisors and access to a wide range of resources, the firm is well-equipped to handle complex financial needs and provide tailored solutions for each client.
Client Types
MARINE LAYER CAPITAL LLC serves a diverse group of clients, including high net worth individuals, families, and small business owners. They also work with clients from various industries and backgrounds. The firm’s approach is to understand each client’s unique financial needs and goals and provide customized solutions to help them achieve financial success.
Fees & Compensation
The fees and compensation structure of MARINE LAYER CAPITAL LLC is transparent and aligns with their commitment to putting clients’ interests first. The firm charges a fee based on a percentage of assets under management, and this fee is typically between 1% to 2% of AUM. They also offer hourly rates for specific financial planning services, and clients can choose the option that best suits their needs.
Background
MARINE LAYER CAPITAL LLC was founded in 2010 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. John’s vision was to create a firm that prioritizes clients’ interests and provides personalized and comprehensive financial services. Over the years, the firm has grown to a team of 15 advisors and has built a strong reputation for its dedication to serving clients’ best interests.
Financial Advisor Disclosures to Know
As a registered investment advisor, MARINE LAYER CAPITAL LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. The firm has a clean disciplinary record and operates with integrity and transparency.
In conclusion, MARINE LAYER CAPITAL LLC offers a comprehensive range of financial services and has the experience and expertise to help clients achieve their financial goals. With a team of knowledgeable and dedicated advisors, the firm is committed to providing personalized and unbiased financial advice to its diverse clientele.