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How does the advisor help clients – Key Takeaways:
Financial Advisors at FFL provide personalized financial planning and investment management services to help clients achieve their financial goals and objectives.
Facts and Insights
FFL has been in business for over 25 years and has $50 billion in assets under management. The firm has a team of over 500 financial advisors across the United States.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 billion | 500+ | 25 years |
Financial Services Offered
FFL offers a wide range of financial services to clients, including investment management, retirement planning, estate planning, tax planning, and insurance planning.
Client Types
FFL serves individuals, families, small businesses, and corporations. The firm also provides specialized services for high-net-worth individuals and trusts.
Fees & Compensation
FFL charges a fee for its services, which is based on a percentage of the assets under management. The firm’s fee structure is fully transparent and is disclosed to clients before engaging in any services.
Background
FFL was founded in 1994 with the belief that everyone deserves access to high-quality financial advice and services. The firm has grown to be one of the largest independent investment advisory firms in the country.
Financial Advisor Disclosures to Know
As a fiduciary, FFL is committed to acting in the best interest of its clients. The firm has a strict code of ethics and discloses any conflicts of interest that may arise. FFL is also a member of the Securities Investor Protection Corporation (SIPC).