About TOLOMEO CAPITAL AG
TOLOMEO CAPITAL AG is a leading financial advisory firm that helps clients achieve their financial goals through personalized and expert advice. With a focus on building long-term relationships, the firm prides itself on delivering tailored solutions to each client’s unique financial situation.
How does the advisor help clients – Key Takeaways:
- Personalized approach to financial planning
- Expertise in a wide range of financial services
- Commitment to building long-term relationships
- Transparent and ethical practices
- Extensive experience in the industry
Facts and Insights:
TOLOMEO CAPITAL AG has a proven track record of helping clients achieve their financial goals. Here are some key insights:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered:
TOLOMEO CAPITAL AG offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education funding
- Wealth transfer planning
Client Types:
TOLOMEO CAPITAL AG caters to a wide range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Retirees
- Corporate executives
Fees & Compensation:
TOLOMEO CAPITAL AG operates on a fee-only basis, which means they do not earn commissions or sell products that may result in a conflict of interest. This ensures that their recommendations are always in the best interest of their clients. The firm’s fees are based on a percentage of the assets under management, making their success directly tied to their clients’ success.
Background:
TOLOMEO CAPITAL AG was founded in 2000 by a team of experienced financial advisors who shared a common goal of helping clients achieve financial success. With over 20 years of industry experience, the firm’s advisors bring a wealth of knowledge and expertise to their clients’ financial journeys.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. TOLOMEO CAPITAL AG believes in transparency and provides the following disclosures for clients to consider:
- The firm is registered as an investment advisor with the Securities and Exchange Commission (SEC)
- Some of the firm’s advisors may also be registered representatives with a broker-dealer
- The firm or its affiliates may have a financial interest in the securities recommended to clients
Overall, TOLOMEO CAPITAL AG serves as a valuable financial partner to its clients, helping them navigate the complexities of the financial world and achieve their long-term goals. With a client-focused approach, a wide range of services, and a team of seasoned experts, the firm is well-equipped to guide clients towards financial success.