….
How does the advisor help clients – Key Takeaways:
- Provides financial expertise and guidance to clients
- Assists with financial planning and investment management
- Offers a range of financial services to fulfill clients’ needs
- Serves various types of clients, including individuals and institutions
- Discloses any relevant information or potential conflicts of interest
- Committed to providing personalized and quality service to clients
Facts and Insights
FALCON POINT CAPITAL, LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning and investment management services to clients. With a team of experienced and highly trained financial advisors, the firm is dedicated to helping clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Asset protection
- Insurance and risk management
- Education planning
Client Types
FALCON POINT CAPITAL, LLC serves a diverse group of clients, including:
- Individuals and families
- Business owners and executives
- Non-profit organizations
- Institutions and pension funds
Fees & Compensation
FALCON POINT CAPITAL, LLC charges its clients based on a fee-only structure. This means that the firm does not receive commissions or any other forms of compensation for recommending specific financial products. This eliminates potential conflicts of interest and ensures that the firm’s advisors act in their clients’ best interests.
Background
FALCON POINT CAPITAL, LLC was founded in 2005 by a team of experienced financial advisors who shared a common goal of providing top-notch financial services to clients. With a client-first approach and a commitment to ethical and transparent practices, the firm has established itself as a leading financial advisory firm in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, FALCON POINT CAPITAL, LLC is required to disclose any relevant information or potential conflicts of interest to its clients. This includes any affiliations with financial product providers, potential conflicts of interest, and any disciplinary actions taken against the firm or its advisors.