How does the advisor help clients – Key Takeaways:
FLOHR ASSET MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing personalized financial solutions to clients. With their team of experienced financial experts, they assist clients in navigating the complex world of finance and investing, helping them achieve their financial goals and secure their future.
Facts and Insights
The following statistics provide a snapshot of FLOHR ASSET MANAGEMENT, LLC and their approach to financial planning:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
These numbers demonstrate the firm’s success and stability in the industry, with a strong track record of helping clients grow and protect their wealth.
Financial Services Offered
FLOHR ASSET MANAGEMENT, LLC offers a comprehensive range of financial services tailored to each client’s unique needs and goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- College planning
By providing a holistic approach to financial planning, the firm helps clients build a solid financial foundation for their future.
Client Types
FLOHR ASSET MANAGEMENT, LLC works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
The firm operates on a fee-based compensation model, which means they are primarily compensated through a percentage of the assets they manage for their clients. This structure aligns the firm’s interests with those of their clients, as their success is directly tied to the success of their clients’ investments.
Background
FLOHR ASSET MANAGEMENT, LLC was founded by John Flohr, a highly respected financial advisor with over 20 years of experience in the industry. He founded the firm with the mission of providing transparent and personalized financial solutions to clients, free from conflicts of interest.
Financial Advisor Disclosures to Know
As with all financial advisors, it is important for clients to understand any potential conflicts of interest or disclosures associated with FLOHR ASSET MANAGEMENT, LLC. These disclosures can be found on the firm’s Form ADV, which is available to the public.
Some potential disclosures to be aware of include any affiliations the firm may have with other companies or products, any fees or commissions the firm receives from third parties, and any legal or disciplinary actions taken against the firm or its employees.