How does the advisor help clients – Key Takeaways:
Finial Point Capital Management LLC is a financial advisory firm that helps clients achieve their financial goals through personalized strategies and expert guidance.
- Offers a wide range of financial services to meet clients’ diverse needs
- Serves a variety of client types, including high-net-worth individuals and families
- Transparent fee structure to ensure clients know what they are paying for
- Experienced team of advisors with a strong track record
Facts and Insights
Founded in 2008, Finial Point Capital Management LLC has been providing financial services to clients for over a decade.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
- Investment management
- Financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
- Individuals
- Families
- Business owners
- High-net-worth individuals
Fees & Compensation
Finial Point Capital Management LLC operates on a fee-based model, meaning they charge a percentage of assets under management for their services. This ensures that their advisors’ interests are aligned with their clients’ interests.
Background
Founder and CEO John Smith has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA). The team at Finial Point Capital Management LLC also consists of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Finial Point Capital Management LLC has a clean record with no disciplinary actions or regulatory sanctions. They prioritize transparency and always act in the best interest of their clients.