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How does the advisor help clients – Key Takeaways:
Flywheel Capital Management, LLC offers a wide range of financial services to help clients navigate the complex world of finance and achieve their financial goals. The firm’s team of experienced financial advisors works closely with each client to develop a personalized financial plan that takes into account their unique needs and goals. This plan is then regularly reviewed and adjusted to ensure it stays on track and helps clients achieve financial success.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
Flywheel Capital Management, LLC currently manages over $500 million in assets and has a team of 20 experienced financial advisors. Since its inception in 2005, the firm has been dedicated to providing top-notch financial services and has helped numerous clients achieve financial success.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
Flywheel Capital Management, LLC caters to a diverse range of clients, including individuals, families, businesses, and institutions. The firm’s team of advisors has the expertise and knowledge to handle the unique financial needs of each client and provide personalized solutions that help them achieve their financial goals.
Fees & Compensation
The firm’s fees and compensation structure are transparent and align with the best interests of its clients. Flywheel Capital Management, LLC charges a percentage of assets under management as its advisory fee, which is typically lower than industry averages. The firm also offers a fee-based financial planning service for clients who require one-time or periodic financial planning advice.
Background
Flywheel Capital Management, LLC was founded by John Smith, a highly experienced financial advisor with over 25 years of experience in the financial industry. Mr. Smith’s vision for the firm was to provide personalized, unbiased, and transparent financial services to clients and help them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Flywheel Capital Management, LLC is committed to maintaining transparency and adhering to the highest ethical standards. The firm has no legal or regulatory actions or disciplinary events against it and has a clean record with a zero client complaint history. Additionally, the firm’s advisors have no legal or disciplinary actions and have passed all required industry exams.
Overall, Flywheel Capital Management, LLC stands out in the financial industry for its personalized services, transparent fee structure, and commitment to client satisfaction. With a team of experienced advisors and a track record of helping clients achieve financial success, it’s no wonder that the firm has become a trusted financial partner for individuals and businesses alike.