A complete list of active advisors currently associated with Rinzler Capital LLC
Warmer can help you find a great advisor at Rinzler Capital LLC or one who fits your needs even better.
Rinzler Capital LLC provides portfolio management, wealth management and financial planning to individual and high‑net‑worth clients, delivering discretionary portfolio oversight and an investment policy statement tailored to each client’s goals, time horizon and risk tolerance. The firm offers ongoing monitoring and the ability to implement trades and asset selection without prior client approval for each transaction. Investment decisions are informed by a mix of fundamental, technical and charting analyses and employ both long‑term and short‑term trading, with a primary focus on equities and exchange‑traded funds. Accounts are reviewed monthly by the firm’s principal and clients receive quarterly custodial reports; financial plans are produced as standalone deliverables or integrated into ongoing wealth management engagements. Notably, the firm does not use a percentage‑of‑assets fee model; instead it charges flat dollar wealth‑management fees and negotiable fixed or hourly fees for planning, with fee tiers specifically described for resident and attending physicians. The firm also directs clients to specific custodians (Altruist and Interactive Brokers) and may assign Altruist‑generated model portfolios, an operational arrangement that differs from many independent peers.
To learn more about the advisors currently working at Rinzler Capital LLC, 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 |
|---|---|---|
Atlanta, GA
| 4
|
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