content
How does the advisor help clients – Key Takeaways:
FLOATING POINT ADVISORS LLC provides personalized financial advising services to help clients achieve their financial goals. Their team of experienced advisors utilize a comprehensive and holistic approach to creating customized financial plans for clients. With a strong commitment to transparency and client education, the advisors at FLOATING POINT ADVISORS LLC provide valuable insight and guidance to help clients make informed financial decisions.
Facts and Insights
FLOATING POINT ADVISORS LLC has been in business for over 10 years, with a team of 20 dedicated advisors. They currently manage over $500 million in assets for their clients, offering a wide range of financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10+ years |
Financial Services Offered
FLOATING POINT ADVISORS LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types
FLOATING POINT ADVISORS LLC serves a diverse range of clients, including high-net-worth individuals, families, and small businesses. Their advisors have the expertise to understand the unique needs and goals of each client and provide tailored solutions.
Fees & Compensation
FLOATING POINT ADVISORS LLC operates on a fee-only basis, which means they do not receive commissions or sell financial products. This ensures that their advisors act in the best interest of their clients and there are no conflicts of interest.
Background
FLOATING POINT ADVISORS LLC was founded with the mission to provide transparent and comprehensive financial advice to clients. Their team of experienced advisors has diverse backgrounds, expertise, and qualifications, ensuring that clients receive top-notch financial guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, FLOATING POINT ADVISORS LLC follows strict compliance and disclosure regulations. They provide clients with comprehensive disclosures regarding their fees, compensation, and potential conflicts of interest to ensure transparency and build trust with their clients.