About FLEURUS INVESTMENT ADVISORY, LLC
FLEURUS INVESTMENT ADVISORY, LLC is a top-rated financial advisory firm. With a focus on providing personalized financial solutions for individuals and businesses, the firm helps clients achieve their financial goals and secure a stable financial future. The expert team at FLEURUS INVESTMENT ADVISORY, LLC has years of experience and in-depth knowledge in various sectors of the financial industry.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions for individuals and businesses
- Helps clients achieve their financial goals and secure a stable financial future
- Years of experience and in-depth knowledge in various sectors of the financial industry
Facts and Insights
At FLEURUS INVESTMENT ADVISORY, LLC, the team is committed to delivering exceptional financial services and helping clients navigate the complexities of the financial world. Clients can expect comprehensive financial planning and investment management services with a focus on transparency, integrity, and long-term success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
FLEURUS INVESTMENT ADVISORY, LLC provides a wide range of financial services to meet the unique needs of each client. These services include but are not limited to:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Risk management and insurance solutions
Client Types
FLEURUS INVESTMENT ADVISORY, LLC caters to a diverse range of clients, including individuals, families, and businesses. The firm works closely with each client to understand their unique financial needs and objectives and creates customized solutions that align with their goals.
Fees & Compensation
At FLEURUS INVESTMENT ADVISORY, LLC, clients can expect transparent and fair fees for the services provided. The firm follows a fee-only model, meaning clients only pay for the services they receive, and there are no commissions or hidden fees.
Background
The team at FLEURUS INVESTMENT ADVISORY, LLC has vast experience in the financial industry and stays up-to-date with the latest market trends and changes. The firm also adheres to strict ethical standards to ensure clients’ trust and confidence in their services.
Financial Advisor Disclosures to Know
FLEURUS INVESTMENT ADVISORY, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and operates under a fiduciary standard. This means the firm has a legal obligation to act in their clients’ best interests and provide unbiased financial advice.
Additionally, there have been no disciplinary actions or regulatory sanctions against the firm or its employees in the past 10 years.