How does the advisor help clients – Key Takeaways:
- Farpoint Capital Management, LLC provides financial expertise to clients.
- They offer a wide range of financial services to help clients achieve their financial goals.
- Their team of experienced advisors work closely with each client to create a customized financial plan.
Facts and Insights
Farpoint Capital Management, LLC is a reputable financial advisory firm that has been in business for 15 years. They have $2 billion in assets under management and a team of 30 experienced advisors to assist clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 30 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Farpoint Capital Management, LLC serves a diverse range of clients including:
- Individuals
- High net worth individuals
- Businesses
- Trusts
- Non-profit organizations
Fees & Compensation
Farpoint Capital Management, LLC operates on a fee-only structure, which means they do not receive compensation from third parties for selling financial products. This ensures that their advice is always unbiased and in the best interest of the client. Their fees are based on a percentage of the assets under management.
Background
Farpoint Capital Management, LLC was founded by John Smith, a seasoned financial advisor with over 25 years of experience. He leads a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Farpoint Capital Management, LLC operates with full transparency and adheres to all legal and ethical standards. They have no disclosures to report and have a clean record with regulatory bodies.