A complete list of active advisors currently associated with Engel Capital
Warmer can help you find a great advisor at Engel Capital or one who fits your needs even better.
Engel Capital is an independent, single-advisor investment adviser that primarily serves individual clients and provides portfolio management and broader investment advisory services. The firm reports approximately $234,000 in assets under management across about a dozen clients and generally uses percentage-of-assets-under-management billing common to peers. As a solo practitioner, the adviser delivers individualized portfolio management and works directly with each client on investment implementation. The firm discloses that it may use derivatives within separately managed accounts and also accepts performance-based fee arrangements for some client relationships. The combination of derivative strategies in separately managed accounts and performance-linked compensation is uncommon among independent advisers and distinguishes Engel Capital from many small, single-advisor firms. Its modest asset base and very small client roster further set its operational scale and client engagement model apart from larger independents.
To learn more about the advisors currently working at Engel Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brooklyn, NY
| 7
|
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