and return it
How does the advisor help clients – Key Takeaways:
French Capital Management, LLC is a financial advisory firm that is dedicated to helping clients achieve their financial goals. The firm provides personalized financial consulting and investment management services to individuals, families, and small business owners. French Capital Management, LLC has a team of financial experts who have years of experience in the industry and are committed to providing exceptional services to their clients.
Facts and Insights
French Capital Management, LLC has been in business for over 10 years and has a solid track record of helping clients achieve their financial objectives. The firm has a strong reputation in the industry and is known for its excellent customer service and personalized approach to financial planning. French Capital Management, LLC has a team of experienced and knowledgeable advisors who stay up-to-date with the latest financial trends and strategies to provide their clients with the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 10 years |
Financial Services Offered
French Capital Management, LLC offers a wide range of financial services to help clients reach their financial goals. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm takes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation to develop a personalized and effective strategy.
Client Types
French Capital Management, LLC serves a diverse group of clients, including individuals, families, and small businesses. The firm takes the time to understand each client’s unique financial situation and tailors their services to meet their specific needs and goals.
Fees & Compensation
French Capital Management, LLC typically charges fees based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with its clients, as their compensation is directly tied to the performance of their clients’ investments. There are no hidden fees or commissions, and the firm is committed to providing transparent and fair pricing to its clients.
Background
French Capital Management, LLC was founded in 2008 by John French, who has over 20 years of experience in the financial industry. He and his team of advisors have a strong understanding of the complex financial landscape and strive to provide the best possible guidance to their clients. The firm has grown significantly over the years, but remains true to its core values of integrity, transparency, and personalized service.
Financial Advisor Disclosures to Know
French Capital Management, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest that may arise in their advisory relationships. The firm’s advisors are also held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.