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How Does the Advisor Help Clients – Key Takeaways:
FILLMORE CAPITAL PARTNERS, LLC is a leading financial advisory firm that provides expert services to individuals and institutions across the country. With a team of experienced professionals, they offer a wide range of financial services and strive to help their clients achieve their financial goals and secure their financial future.
Facts and Insights:
FILLMORE CAPITAL PARTNERS, LLC has been in the business for over 10 years and has established a strong reputation for providing top-notch financial services. They have assets under management of $500 million and a team of 15 experienced advisors who work closely with their clients to understand their unique needs and develop personalized financial plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered:
FILLMORE CAPITAL PARTNERS, LLC provides a comprehensive range of financial services tailored to their clients’ individual needs. These services include investment management, wealth planning, retirement planning, tax planning, estate planning, and risk management. They also offer specialized services for business owners and corporate clients, such as corporate retirement plans and executive compensation planning.
Client Types:
FILLMORE CAPITAL PARTNERS, LLC caters to a diverse range of clients, including high-net-worth individuals, families, business owners, and corporations. They understand that each client has unique financial goals and tailor their services to meet their specific needs and objectives.
Fees & Compensation:
As a client-centric firm, FILLMORE CAPITAL PARTNERS, LLC is committed to transparency and strives to maintain a fee structure that is fair and reasonable for their clients. They offer fee-only services, which means they are compensated through a flat fee or a percentage of assets under management, ensuring their interests are aligned with their clients’ success.
Background:
FILLMORE CAPITAL PARTNERS, LLC was founded by a team of financial experts with decades of combined experience in the industry. Their expertise, coupled with their commitment to providing personalized and comprehensive financial solutions, has solidified the firm’s reputation as a trusted financial advisor.
Financial Advisor Disclosures to Know:
FILLMORE CAPITAL PARTNERS, LLC prides itself on its strong ethical and professional standards. They are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through Form ADV, available on the SEC’s Investment Adviser Public Disclosure website.