with the following.
How does the advisor help clients – Key Takeaways:
Fry’s Path Capital, LLC is a financial advisory firm that offers personalized and comprehensive financial services to its clients. With a team of experienced and knowledgeable advisors, the firm focuses on providing expert guidance and strategies to help clients meet their financial goals.
Facts and Insights:
The firm has been in business for over 10 years, providing services to a diverse range of clients. Fry’s Path Capital, LLC currently manages over $500 million in assets, with a team of 20 advisors. This impressive track record showcases the firm’s commitment to delivering successful outcomes for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10+ years |
Financial Services Offered:
Fry’s Path Capital, LLC offers a wide range of financial services to help clients with their unique needs. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
The firm caters to a diverse range of clients including individuals, families, and small businesses. Fry’s Path Capital, LLC understands that each client has unique financial goals and needs, and therefore, offers personalized solutions to meet their specific requirements.
Fees & Compensation:
Fry’s Path Capital, LLC follows a fee-only structure, which means that the firm earns its compensation solely from the fees paid by its clients. This ensures that the firm’s interests are aligned with those of its clients, as it strives to generate successful outcomes for them.
Background:
Fry’s Path Capital, LLC was founded in 2008 by a team of experienced financial professionals with the aim of providing expert financial guidance and services to clients. With decades of combined experience, the firm has established itself as a trusted and reliable financial advisor in the industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Fry’s Path Capital, LLC is committed to transparency and abides by all regulatory guidelines. The firm has a clean record, with no legal or disciplinary actions taken against it in the past 10 years. This is a testament to the firm’s ethics and dedication to serving its clients with integrity.