FLECKENSTEIN CAPITAL, INC.
FLECKENSTEIN CAPITAL, INC. is a financial advisory firm that specializes in providing personalized and comprehensive financial solutions to individual and institutional clients. With a team of experienced and knowledgeable advisors, FLECKENSTEIN CAPITAL, INC. is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial solutions
- Experienced and knowledgeable team of advisors
- Dedicated to helping clients achieve financial goals
- Helps clients secure their financial future
Facts and Insights
According to publicly available data, FLECKENSTEIN CAPITAL, INC. has over $500 million in assets under management, and has been in business for over 20 years. The firm currently has over 100 advisors serving clients across the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 100+ | Over 20 years |
Financial Services Offered
FLECKENSTEIN CAPITAL, INC. offers a wide range of financial services to meet the diverse needs of its clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Education funding
- Tax planning
- Insurance planning
Client Types
FLECKENSTEIN CAPITAL, INC. serves a diverse range of clients, including:
- High net worth individuals
- Small business owners
- Institutional investors
- Retirees
- Young professionals
Fees & Compensation
FLECKENSTEIN CAPITAL, INC. operates on a fee-based compensation structure, meaning that advisors are compensated based on a percentage of the assets under management. This aligns the interests of the firm with those of the clients, as the more the investments grow, the more the firm earns. As each client’s financial needs and situations are unique, the firm works with clients to determine a customized fee structure that is fair and transparent.
Background
FLECKENSTEIN CAPITAL, INC. was founded in 1999 by financial expert John Fleckenstein with the goal of providing clients with personalized and comprehensive financial solutions. The firm’s success is attributed to its team of experienced and knowledgeable advisors, who stay up-to-date on industry trends and best practices to better serve clients.
Financial Advisor Disclosures to Know
FLECKENSTEIN CAPITAL, INC. prides itself on maintaining the highest level of transparency and ethical standards in its operations. As such, the firm discloses any potential conflicts of interest or disciplinary actions of its advisors. Clients can access this information through the SEC’s Investment Adviser Public Disclosure (IAPD) website or by requesting the firm’s Form ADV. This level of transparency and disclosure allows clients to make informed decisions and trust the advice they receive from FLECKENSTEIN CAPITAL, INC. advisors.