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FINTAN PARTNERS LLC
Fintan Partners LLC is a financial consulting firm that specializes in providing expert advice and services to individuals, families, and businesses. With a team of experienced and knowledgeable financial advisors, Fintan Partners LLC aims to help clients achieve their financial goals and secure their financial future.
How Does the Advisor Help Clients – Key Takeaways:
- Offers personalized financial solutions based on individual client’s needs and goals
- Provides comprehensive financial planning services
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning
Facts and Insights
Fintan Partners LLC was founded in 2005 and is headquartered in New York City. The firm has a team of over 100 financial advisors who are dedicated to helping clients achieve financial success. As of 2020, the firm manages over $2 billion in assets under management.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2005 | 100+ | $2,000+ |
Financial Services Offered:
Fintan Partners LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Wealth management
- Education planning
- Insurance planning
- Business planning
- Charitable giving
Client Types
Fintan Partners LLC primarily serves high net-worth individuals, families, and businesses. The firm also works with foundations, endowments, and non-profit organizations.
Fees & Compensation
The fees and compensation for Fintan Partners LLC vary depending on the specific services and products chosen by each client. The firm primarily charges fees based on a percentage of assets under management. Other fees may include hourly fees, subscription fees, and performance-based fees. Fintan Partners LLC does not receive commissions or compensation from third-party products or services, ensuring that their recommendations are completely unbiased and in the best interest of their clients.
Background
Fintan Partners LLC was founded by a team of financial experts with years of experience in the industry. Their goal was to create a firm that could provide personalized financial solutions to clients, addressing their unique financial needs and goals. The team at Fintan Partners LLC is committed to helping clients navigate the complex financial landscape and make informed decisions about their finances.
Financial Advisor Disclosures to Know
As a registered investment advisor, Fintan Partners LLC is bound by fiduciary duty, meaning the firm is legally obligated to act in the best interest of their clients. The firm is also transparent about any potential conflicts of interest and fully discloses all fees to clients. Fintan Partners LLC is registered with the U.S. Securities and Exchange Commission and is required to adhere to strict regulatory standards.