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How does the advisor help clients – Key Takeaways:
FLYNN CAPITAL MANAGEMENT LLC is a financial advisory firm that provides expert advice and services to its clients. By building a strong relationship with clients and understanding their individual needs and financial goals, the firm helps its clients make informed decisions that can lead to financial success.
Facts and Insights:
FLYNN CAPITAL MANAGEMENT LLC was founded in 2002 and has been in business for 19 years. The firm has $500 million in assets under management and currently has 5 experienced financial advisors on its team. The firm primarily focuses on providing investment management, financial planning, retirement planning, and estate planning services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2002 | 5 | $500 |
Financial Services Offered:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
Client Types:
FLYNN CAPITAL MANAGEMENT LLC caters to a diverse range of clients, including high net worth individuals, families, and small business owners. The firm also works with corporate clients for their employee benefits plans.
Fees & Compensation:
The firm’s fees are based on a percentage of assets under management and may vary depending on the services provided to each client. The fees are typically paid on a quarterly basis and may also include performance-based fees.
Background:
The founder and lead financial advisor of FLYNN CAPITAL MANAGEMENT LLC, John Flynn, has over 25 years of experience in the financial industry. He holds the Chartered Financial Analyst (CFA) designation and is a member of the National Association of Personal Financial Advisors (NAPFA). The firm prides itself on its fiduciary responsibility to always act in the best interest of its clients.
Financial Advisor Disclosures to Know:
FLYNN CAPITAL MANAGEMENT LLC has a clean record with no disciplinary actions taken against it by any regulatory body. The firm is also legally required to disclose any potential conflicts of interest to its clients, ensuring transparency and fair dealing.