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FBV-MANAGER, LLC is a highly respected financial advisory firm that specializes in providing expert guidance to clients who seek to maximize their financial resources. With over 20 years of experience in the financial industry, FBV-MANAGER, LLC is committed to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
FBV-MANAGER, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm’s team of knowledgeable advisors works closely with clients to develop customized financial plans and help them make informed financial decisions. FBV-MANAGER, LLC also provides ongoing support and guidance to ensure that clients stay on track to meet their financial objectives.
Facts and Insights:
As of 2020, FBV-MANAGER, LLC manages over $500 million in assets and has a team of over 50 experienced financial advisors. The firm has a strong track record of delivering positive results for its clients and has received numerous accolades for its exceptional services.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $250 million | 20 |
| 2010 | $350 million | 35 |
| 2020 | $500 million | 50 |
Financial Services Offered:
- Investment management – The firm creates diversified investment portfolios tailored to each client’s individual risk tolerance and goals.
- Retirement planning – FBV-MANAGER, LLC helps clients develop a comprehensive strategy for retirement, including analyzing potential income sources, estimating expenses, and monitoring investment performance.
- Tax planning – The firm works with clients to develop tax-efficient strategies to minimize tax liabilities and maximize returns.
- Estate planning – FBV-MANAGER, LLC offers guidance on creating estate plans to preserve wealth and transfer assets to the intended beneficiaries.
- Risk management – The firm helps clients assess their risks and provides advice on potential insurance options to protect their assets and loved ones.
Client Types:
FBV-MANAGER, LLC serves a diverse clientele, including high net worth individuals, business owners, retirees, and young professionals. The firm takes a personalized approach to understand each client’s unique financial situation and provide tailored solutions.
Fees & Compensation:
FBV-MANAGER, LLC strictly follows a fee-only compensation model, meaning that the firm does not earn commission or receive compensation from any financial products or services recommended to clients. This ensures that the firm’s advisors act in the best interest of their clients and are not influenced by external factors.
Background:
The team at FBV-MANAGER, LLC has a diverse and extensive background in the financial industry. Most advisors hold advanced degrees and certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), demonstrating their dedication to maintaining a high level of knowledge and expertise.
Financial Advisor Disclosures to Know:
- FBV-MANAGER, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a clean record with no disciplinary actions or regulatory sanctions.
- The firm provides a full list of disclosures, including any conflicts of interest, on their website.