How does the advisor help clients – Key Takeaways:
FC360 Wealth Management, Inc. offers financial advisory services to clients looking to achieve their financial goals and build long-term wealth. With a team of experienced and knowledgeable advisors, FC360 Wealth Management, Inc. helps clients navigate the complexities of the financial world and make well-informed decisions about their money.
Facts and Insights
Founded in 2004, FC360 Wealth Management, Inc. has been in business for 16 years and has established a strong reputation in the financial industry. As of 2020, the company has over $2 billion in assets under management and a team of 20 advisors dedicated to serving clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2004 | $1 billion | 10 |
| 2010 | $1.5 billion | 15 |
| 2020 | $2 billion | 20 |
Financial Services Offered
FC360 Wealth Management, Inc. provides a wide range of financial services to help clients achieve their financial goals and secure their future. These services include, but are not limited to:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
FC360 Wealth Management, Inc. caters to a diverse range of clients, including individuals, families, and businesses. Their team of advisors has experience working with clients of all ages and from various income levels, helping them build and preserve their wealth through personalized financial planning and investment strategies.
Fees & Compensation
FC360 Wealth Management, Inc. operates on a fee-based compensation model, meaning that advisors earn a percentage of the assets they manage for clients. This aligns the interests of the client and the advisor, as the advisor’s income is directly tied to the performance of the client’s investments. This fee structure allows for a transparent and fair relationship between the client and the advisor.
Background
The team at FC360 Wealth Management, Inc. is made up of experienced and highly educated financial advisors. Many of the advisors hold advanced degrees such as a Master of Business Administration (MBA) or a Certified Financial Planner (CFP) designation. This expertise allows them to provide clients with comprehensive and personalized financial advice and build strong, long-term relationships with their clients.
Financial Advisor Disclosures to Know
FC360 Wealth Management, Inc. believes in transparency and ensuring that clients have all the necessary information to make informed decisions. As such, it is important to note that the company has no disclosures or disciplinary actions on its record. This means that the company has a clean regulatory history, giving clients peace of mind and trust in the services provided by FC360 Wealth Management, Inc.