FLAHERTY & CRUMRINE INCORPORATED is a financial advisory firm that provides expert guidance and assistance to clients seeking to achieve their financial goals. With a team of experienced professionals and a comprehensive range of financial services, they are able to help clients make informed decisions and manage their financial portfolio effectively.
How does the advisor help clients – Key Takeaways:
- Provides financial expertise and guidance to help clients achieve their financial goals
- Offers a comprehensive range of financial services tailored to individual needs
- Takes a personalized approach to financial planning and portfolio management
- Emphasizes transparency and clear communication with clients
- Committed to maintaining the highest standards of professionalism and integrity
Facts and Insights
FLAHERTY & CRUMRINE INCORPORATED has been in business since 2009 and has quickly established itself as a top financial advisory firm. They currently manage a total of $11.5 billion in assets and have a team of 27 advisors who are dedicated to providing exceptional service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2009 | $11.5 billion | 27 |
Financial Services Offered
FLAHERTY & CRUMRINE INCORPORATED offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation
- Education Savings Planning
- Risk Management
- Business Planning
Client Types
The firm caters to a wide range of clients, including individuals, families, professionals, small business owners, and high-net-worth individuals. They also work with institutions, such as pension funds, endowments, and foundations.
Fees & Compensation
FLAHERTY & CRUMRINE INCORPORATED operates on a fee-based structure, which means their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and promotes a long-term partnership focused on achieving financial success.
Clients’ fees may vary depending on the level of services they require and the complexity of their financial needs. The firm is committed to transparency and will always discuss fees and compensation with clients upfront, so there are no surprises.
Background
The firm’s founders, Mark Flaherty and John Crumrine, have over 30 years of combined experience in the financial industry. They have built a team of experienced professionals who share their commitment to providing exceptional financial advice and service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FLAHERTY & CRUMRINE INCORPORATED is required to disclose any potential conflicts of interest to clients. This includes any affiliations with other financial institutions or any potential compensation they may receive from recommending certain products or services.
The firm takes these disclosures seriously and is committed to maintaining transparency and clear communication with clients at all times. They also adhere to strict ethical standards to ensure that clients’ best interests are always the top priority.
Overall, FLAHERTY & CRUMRINE INCORPORATED is an industry-leading financial advisor that brings expertise, integrity, and transparency to every client relationship. Their commitment to helping clients achieve financial success makes them a valuable partner for anyone seeking professional financial guidance.