How does FOLMAR ADVISORY, LLC help clients – Key Takeaways:
FOLMAR ADVISORY, LLC is a trusted financial advisor firm that is dedicated to helping clients achieve their financial goals through personalized advice and strategic planning. The firm takes a holistic approach to financial planning, taking into account each client’s unique circumstances and objectives.
Facts and Insights
FOLMAR ADVISORY, LLC has been in business since 2005 and has a team of qualified financial advisors who have extensive experience in the industry. The firm manages assets worth millions of dollars and has a proven track record of delivering positive results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time In Business |
|---|---|---|
| $50 million | 5 | 16 years |
Financial Services Offered
FOLMAR ADVISORY, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types
FOLMAR ADVISORY, LLC provides financial advice to individuals, families, and businesses. The firm works closely with each client to understand their unique needs and develop customized financial plans to help them achieve their goals.
Fees & Compensation
FOLMAR ADVISORY, LLC charges a fee based on a percentage of assets under management, with rates varying depending on the type and complexity of services. The firm is committed to transparency and always discloses all fees and compensation to clients.
Background
FOLMAR ADVISORY, LLC was founded by John Folmar, a seasoned financial advisor with over 20 years of experience in the industry. The firm was built on the principles of honesty, integrity, and putting clients’ interests first.
Financial Advisor Disclosures to Know
FOLMAR ADVISORY, LLC is a registered investment advisor and is subject to the fiduciary duty. This means the firm is legally obligated to act in the best interests of its clients at all times. The firm also has no disciplinary actions or regulatory sanctions on record.