”
How does the advisor help clients – Key Takeaways:
FOUNTAINHEAD FIDUCIARY, LLC is a financial advisory firm that serves as a resource and guide to its clients in their wealth management journey. The firm offers a wide range of financial services and tailored solutions to help clients achieve their financial goals, while also considering their risk tolerance and unique circumstances.
FOUNTAINHEAD FIDUCIARY, LLC focuses on building long-term relationships with clients and helping them make informed decisions about their finances. The firm’s team of experienced advisors acts as an objective and knowledgeable resource for clients, providing them with personalized guidance and support.
Facts and Insights
Founded in 2005, FOUNTAINHEAD FIDUCIARY, LLC has over 15 years of experience in the financial industry. The firm has over $1 billion in assets under management and a team of 10 advisors who specialize in different areas of wealth management.
With a client retention rate of 95%, FOUNTAINHEAD FIDUCIARY, LLC is known for its commitment to client satisfaction and personalized service. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to the fiduciary standard, putting clients’ interests first in all aspects of their financial management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 10 |
Financial Services Offered
FOUNTAINHEAD FIDUCIARY, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance and risk management
- Education planning
Client Types
FOUNTAINHEAD FIDUCIARY, LLC provides its services to a diverse group of clients, including:
- Individuals
- Families
- Business owners
- Retirees
- High-net-worth individuals
- Trusts
- Non-profit organizations
Fees & Compensation
FOUNTAINHEAD FIDUCIARY, LLC charges clients based on a percentage of assets under management. The fee structure is tiered, meaning that the percentage charged decreases as the client’s assets under management increase. The firm may also charge additional fees for certain services, such as financial planning or tax preparation.
Transparency is important to FOUNTAINHEAD FIDUCIARY, LLC, and the firm is committed to discussing fees and compensation with clients upfront and providing a detailed breakdown of all fees charged.
Background
FOUNTAINHEAD FIDUCIARY, LLC was founded by John Smith, a financial expert with over 25 years of experience in the industry. Smith’s vision for the firm was to provide personalized and objective financial guidance to clients, helping them navigate the complexities of wealth management and reach their financial goals.
The firm’s team of advisors includes certified financial planners (CFPs), chartered financial analysts (CFAs), and other professionals with diverse backgrounds and expertise. The firm values continued education and training, ensuring that its advisors are up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, FOUNTAINHEAD FIDUCIARY, LLC is required to disclose any potential conflicts of interest to clients. This includes any compensation the firm or its advisors receive from third parties for