How does the advisor help clients – Key Takeaways:
- Provides financial expertise and guidance to clients
- Assists in creating financial plans and investment strategies
- Offers a range of financial services
- Serves various types of clients
- Discloses all relevant information to clients
Facts and Insights
Founded in 2015, FLOW PARTNERS, LLC is a financial consulting firm specializing in wealth management and investment advisory services. With a team of experienced advisors, the firm is dedicated to providing personalized financial solutions to help clients achieve their financial goals.
The firm’s approach is based on a thorough understanding of each client’s unique financial situation and goals. They utilize a combination of analytical tools and human expertise to create customized financial plans and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 6 years |
Financial Services Offered
FLOW PARTNERS, LLC offers a comprehensive range of financial services to help clients build and preserve wealth. These services include:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
- Charitable giving
Client Types
The firm serves a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Business executives
- Non-profit organizations
Fees & Compensation
FLOW PARTNERS, LLC is a fee-only firm, meaning they do not earn commissions from the sale of financial products. Instead, they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with those of their clients, as they only make money when their clients’ investments perform well.
The firm is committed to transparency with their fees and discloses all costs and potential conflicts of interest to clients.
Background
FLOW PARTNERS, LLC was founded by financial experts with decades of experience in the industry. Their team of advisors includes Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), among other qualifications. This extensive expertise allows the firm to provide top-notch financial advice and services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FLOW PARTNERS, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Below are the disclosures for the firm:
- No legal or disciplinary actions have been taken against the firm or its advisors
- There are no conflicts of interest that could potentially impact the firm’s ability to provide objective advice to clients