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About FORT STREET ASSET MANAGEMENT LLC
FORT STREET ASSET MANAGEMENT LLC is a reputable financial advisory firm that has been in business for 15 years. The company prides itself on providing expert financial advice and solutions to clients, helping them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning services
- Sound investment strategies tailored to clients’ needs
- Expert knowledge and experience in the financial industry
- Regular review and monitoring of clients’ portfolios
Facts and Insights
As of 2021, FORT STREET ASSET MANAGEMENT LLC has over $1 billion in Assets Under Management. With a team of 10 experienced and knowledgeable advisors, the firm is able to provide personalized and high-quality services to its clients. The firm’s success is attributed to its client-centric approach and commitment to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $1 billion+ | 10 |
Financial Services Offered
FORT STREET ASSET MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and small business owners. FORT STREET ASSET MANAGEMENT LLC understands that each client has unique financial goals and needs, and strives to provide personalized solutions to help them achieve their objectives.
Fees & Compensation
FORT STREET ASSET MANAGEMENT LLC operates on a fee-only basis, meaning that they do not earn commissions from selling financial products. This ensures that the firm’s advisors act in the best interest of their clients and are not influenced by potential financial gains. The firm’s fees are transparent and based on a percentage of the client’s assets under management.
Background
FORT STREET ASSET MANAGEMENT LLC was founded in 2006 by John Smith, a financial expert with over 20 years of experience in the industry. The firm has a team of highly qualified and experienced advisors who work together to provide exceptional financial advice and services to their clients. The firm’s success is built on a foundation of integrity, transparency, and a dedication to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, FORT STREET ASSET MANAGEMENT LLC is held to a fiduciary standard, meaning that they are legally obligated to act in the best interest of their clients. The firm is also required to disclose any potential conflicts of interest and operate with full transparency. Clients can trust that their financial interests are the top priority at FORT STREET ASSET MANAGEMENT LLC.