About FLATROCK WEALTH PARTNERS LLC
FLATROCK WEALTH PARTNERS LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive wealth management solutions for their clients. The firm has built a solid reputation for delivering exceptional financial advice and strategic planning to its clients. With a team of highly qualified and experienced advisors, FLATROCK WEALTH PARTNERS LLC is known for its expertise in navigating complex financial markets and helping clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways
The team at FLATROCK WEALTH PARTNERS LLC works closely with their clients to understand their unique financial situation, goals, and risk tolerance. They use this information to craft a customized financial plan that is tailored to meet their specific needs. With a holistic approach to wealth management, the firm offers a wide range of financial services to help clients protect and grow their wealth.
Facts and Insights
Here are some key facts and insights about FLATROCK WEALTH PARTNERS LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
FLATROCK WEALTH PARTNERS LLC offers a comprehensive range of financial services to its clients. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business and succession planning
Client Types
The firm works with a diverse range of clients including high-net-worth individuals, families, and businesses. They also have expertise in working with executives, entrepreneurs, and professionals.
Fees & Compensation
FLATROCK WEALTH PARTNERS LLC follows a fee-only compensation structure, which means they are not influenced by commission-based sales. The firm charges a percentage of assets under management as their fee, which is typically in the range of 1-2%.
Background
The firm was founded by experienced industry professionals who saw a need for a more personalized and client-centered approach to wealth management. Today, FLATROCK WEALTH PARTNERS LLC continues to uphold its reputation for excellence by putting clients’ needs first and providing unbiased and objective financial advice.
Financial Advisor Disclosures to Know
FLATROCK WEALTH PARTNERS LLC operates with full transparency and always puts their clients’ best interests first. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or past disciplinary actions. Clients can access this information by reviewing the firm’s Form ADV on the Securities and Exchange Commission’s website.