About Florida State Capital LLC
Florida State Capital LLC is a leading financial advisory firm that serves clients across the state of Florida. With a strong team of experienced advisors, and a commitment to providing personalized and comprehensive financial solutions, Florida State Capital LLC has become the go-to firm for individuals and businesses seeking sound financial advice.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized and comprehensive financial solutions
- Offers expertise in a wide range of financial services
- Guides clients through complex financial decisions
- Ensures transparency and trust in all client interactions
Facts and Insights
Florida State Capital LLC has been in business for over 15 years, serving a diverse client base that includes individuals, families, and businesses. The firm manages assets in excess of $100 million, providing a clear indication of its financial stability and success. In addition, Florida State Capital LLC has a team of over 10 experienced advisors, who bring a wealth of knowledge and expertise to the table.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 Million+ | 10+ | 15+ years |
Financial Services Offered
Florida State Capital LLC offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. Their team of advisors has expertise in various areas and can tailor their services to meet the specific needs of each client.
Client Types
Florida State Capital LLC serves clients from all walks of life, including high net worth individuals, families, business owners, and retirees. Their diverse client base speaks to the firm’s ability to adapt and cater to the unique financial needs of each client.
Fees & Compensation
Florida State Capital LLC charges its clients a percentage of assets under management as their management fee. The firm’s advisors do not receive commissions, ensuring that their recommendations are always in the best interest of their clients. This fee structure aligns the advisor’s goals with those of their clients, fostering a strong relationship built on trust and transparency.
Background
Florida State Capital LLC was founded by a group of seasoned financial professionals who shared a common goal of providing exceptional financial services to individuals and businesses in Florida. Their extensive experience and commitment to helping clients achieve their financial goals have been the driving force behind the firm’s success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Florida State Capital LLC is held to a fiduciary standard, meaning they are legally and ethically obligated to act in the best interest of their clients. Additionally, the firm’s advisors have no disclosures on their records, providing further reassurance to clients about the firm’s commitment to transparency and integrity.