About FALFURRIAS MANAGEMENT PARTNERS LP
FALFURRIAS MANAGEMENT PARTNERS LP is a highly respected financial advisory firm that has been providing expert financial services to clients for over three decades. Led by a team of experienced professionals, FALFURRIAS MANAGEMENT PARTNERS LP has established a reputation for excellence in the industry.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services to help clients achieve their financial goals
- Utilizes a team-based approach to ensure clients receive personalized and comprehensive advice
- Has a strong track record of success and a proven investment strategy
Facts and Insights
FALFURRIAS MANAGEMENT PARTNERS LP currently manages over $2.5 billion in assets under management and has a team of more than 20 experienced advisors. The firm has been in business since 1982 and has built a loyal client base through their dedication to providing high-quality financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2.5 billion |
| Number of Advisors | Over 20 |
| Time in Business | Over 30 years |
Financial Services Offered
FALFURRIAS MANAGEMENT PARTNERS LP offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and more. The firm takes a holistic approach to financial planning and works closely with clients to create customized strategies that align with their unique financial goals.
Client Types
FALFURRIAS MANAGEMENT PARTNERS LP serves a wide range of clients, including individuals, families, businesses, and institutions. The firm has the expertise and resources to provide tailored solutions for each client, regardless of their financial situation or goals. FALFURRIAS MANAGEMENT PARTNERS LP is committed to building long-term relationships with their clients and helping them achieve financial success.
Fees & Compensation
FALFURRIAS MANAGEMENT PARTNERS LP operates on a fee-only basis, which means they do not receive any commissions or compensation based on the products they recommend. This structure ensures that the firm’s advisors act in the best interest of their clients and eliminates any potential conflicts of interest. The firm is transparent about their fees and provides clients with a clear breakdown of the costs associated with their services.
Background
FALFURRIAS MANAGEMENT PARTNERS LP was founded in 1982 by former North Carolina governor and Bank of America CEO Hugh McColl Jr., along with former Bank of America executives Marc Oken and Tom Storrs. The firm is based in Charlotte, North Carolina, and has offices in Raleigh and Raleigh.
Financial Advisor Disclosures to Know
FALFURRIAS MANAGEMENT PARTNERS LP has a clean record with no disciplinary actions on file with the Securities and Exchange Commission (SEC) or any state regulatory agencies. The firm takes compliance seriously and adheres to all regulatory requirements to ensure the highest level of integrity and transparency for their clients.