How does the advisor help clients – Key Takeaways:
FLATIRONS Wealth Management is a reliable and experienced financial advisor that offers a variety of services to help clients manage their wealth and achieve their financial goals. With a team of dedicated advisors and a commitment to personalized strategies, FLATIRONS Wealth Management is a trusted partner for individuals and businesses seeking financial expertise.
Facts and Insights
Here are some key facts and insights about FLATIRONS Wealth Management:
- Founded in 2003
- Based in Boulder, Colorado
- Over $500 million in assets under management
- More than 20 financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2003 | $500 million | 20+ |
Financial Services Offered
FLATIRONS Wealth Management offers a wide range of financial services to meet the diverse needs of their clients. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
FLATIRONS Wealth Management serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Institutions
Fees & Compensation
FLATIRONS Wealth Management follows a fee-based compensation structure. This means that their advisors are compensated through a combination of fees and commissions. Clients can expect transparency and upfront discussions about fees and compensation.
Background
The founding team of FLATIRONS Wealth Management has over 50 years of combined experience in the financial industry. The firm is committed to staying up-to-date with the latest market trends and incorporating new technologies to enhance their services. Their goal is to provide clients with a comprehensive and personalized approach to wealth management.
Financial Advisor Disclosures to Know
FLATIRONS Wealth Management adheres to strict regulations and follows all necessary disclosures to ensure transparency with their clients. These disclosures include:
- Privacy policy
- Code of ethics
- Form ADV