How does the advisor help clients – Key Takeaways:
FLB Capital Management, LLC is a trusted financial management firm that is focused on providing personalized financial solutions to its clients. The firm is able to cater to a wide range of clients, including high net worth individuals, families, and institutions, by leveraging its experience and expertise in the financial industry.
They offer a wide range of financial services and have a strong track record of successful client outcomes. With their transparent and client-centric approach, FLB Capital Management, LLC acts as a trusted partner for its clients, helping them achieve their financial goals.
Facts and Insights
FLB Capital Management, LLC was founded in 2015 and has been in business for over five years. In this time, the firm has managed to accumulate a significant amount of assets under management, further solidifying its position as a top financial management firm.
The firm has a team of experienced and knowledgeable financial advisors who have a combined total of over 50 years of experience in the industry. They are dedicated to providing the highest level of service to their clients and staying up-to-date with the latest market trends and insights.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $500 million | 10 |
| 2016 | $750 million | 15 |
| 2017 | $1 billion | 20 |
| 2018 | $1.5 billion | 25 |
| 2019 | $2 billion | 30 |
Financial Services Offered
FLB Capital Management, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Wealth management
The firm also offers specialized services such as college savings planning and small business retirement planning.
Client Types
FLB Capital Management, LLC caters to a diverse range of clients, including:
- High net worth individuals
- Families
- Trusts
- Retirement plans
- Institutions
Their comprehensive services and customized financial solutions make them an ideal choice for clients from all walks of life.
Fees & Compensation
FLB Capital Management, LLC believes in transparency and honesty in all aspects of its services, including fees and compensation. The firm charges a percentage of the assets under management as its management fee. These fees are discussed and agreed upon with the client before any services are provided.
The firm does not receive any third-party compensation for recommending specific products or services to its clients. This ensures that their recommendations are solely based on the best interests of their clients.
Background
FLB Capital Management, LLC was founded by a team of experienced financial advisors with the goal of providing top-notch financial management services to their clients. The firm prides itself on its commitment to putting the client’s needs first and providing them with tailored solutions that align with their financial goals.
The firm’s team of advisors has a strong educational background and has held various leadership positions in the financial industry. This experience and expertise allow them to provide their clients with valuable insights and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, FLB Capital Management, LLC is required to disclose any potential conflicts of interest to its clients. This includes any affiliations with other financial institutions or compensation received for recommending specific products or services.</