FLYNN ZITO CAPITAL MANAGEMENT, LLC
FLYNN ZITO CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing customized investment solutions to clients. Founded in 2005, the firm has a proven track record of successfully managing assets and helping clients achieve their financial goals. With its team of experienced and knowledgeable advisors, FLYNN ZITO CAPITAL MANAGEMENT, LLC has built a reputation for providing sound financial advice and delivering excellent results.
How does the advisor help clients – Key Takeaways:
- Creates personalized investment strategies tailored to each client’s unique financial situation and goals.
- Provides ongoing monitoring and management of client portfolios to ensure they align with their goals and risk tolerance.
- Offers comprehensive financial planning services, including retirement planning, tax planning, and estate planning.
- Utilizes a research-driven approach to select the most suitable investment options for clients.
Facts and Insights
FLYNN ZITO CAPITAL MANAGEMENT, LLC prides itself on its commitment to transparency and providing clients with the information they need to make informed decisions. Here are some key facts and insights:
- Assets Under Management: $2.5 billion (as of 2021)
- Number of Advisors: 15
- Time in Business: 16 years
Financial Services Offered
The team at FLYNN ZITO CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
FLYNN ZITO CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Non-profit organizations
Fees & Compensation
At FLYNN ZITO CAPITAL MANAGEMENT, LLC, the advisors believe in a transparent fee structure. They are a fee-only firm, meaning they do not receive any commissions or incentives for recommending specific investments. Instead, they are compensated through a percentage of assets under management, ensuring their goals align with the clients’ best interests.
Background
The founders of FLYNN ZITO CAPITAL MANAGEMENT, LLC, Sarah Flynn and John Zito, have decades of experience in the financial industry. They are both certified financial planners and are dedicated to providing high-quality and unbiased financial advice to their clients. Through their leadership, the firm has grown and evolved, but their commitment to putting clients first has remained the same.
Financial Advisor Disclosures to Know
As a fiduciary, FLYNN ZITO CAPITAL MANAGEMENT, LLC is obligated to act in their clients’ best interests. This means they are committed to providing transparent and honest communication with their clients. While the firm has an impeccable track record, there are a few important disclosures to note:
- No disciplinary actions or legal proceedings against the firm or its advisors
- No client complaints filed against the firm or its advisors