wrapp this content in
About FAMILY PARTNERS CAPITAL, LLC
FAMILY PARTNERS CAPITAL, LLC is a leading financial firm that specializes in providing personalized financial advisory services to individuals and families. With a team of experienced and knowledgeable advisors, the firm strives to help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advisory services to individuals and families
- Strives to help clients achieve financial goals and secure their future
- Has a team of experienced and knowledgeable advisors
Facts and Insights
- Founded in 2010
- Headquartered in New York, NY
- Advises on over $500 million in assets
- Serves over 1,000 clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
FAMILY PARTNERS CAPITAL, LLC offers a range of comprehensive financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Wealth preservation strategies
Client Types
FAMILY PARTNERS CAPITAL, LLC serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Professionals
Fees & Compensation
FAMILY PARTNERS CAPITAL, LLC operates on a fee-based structure, meaning that their advisors are compensated based on a percentage of the assets they manage for clients. This aligns their interests with those of their clients, as they only make money when their clients’ portfolios perform well. Fees are typically calculated and charged annually, but may vary based on the services provided.
Background
Founded in 2010, FAMILY PARTNERS CAPITAL, LLC has quickly become a reputable and reliable financial advisor, known for their personalized approach and commitment to clients’ financial success. The firm’s team of advisors have a diverse range of expertise and are dedicated to staying on top of industry trends and developments.
Financial Advisor Disclosures to Know
As with any financial decision, it is important for clients to be aware of all potential risks and potential fees associated with their investments. Some of the key disclosures to keep in mind when working with FAMILY PARTNERS CAPITAL, LLC include:
- Commissions and fees may be charged for certain investment products
- Advisors may receive compensation from third parties
- Investments are subject to market risks