How does the advisor help clients – Key Takeaways:
FTN Capital Management offers a range of financial services to a diverse client base, backed by a team of experienced and knowledgeable advisors. With a focus on transparency and personalized strategies, the firm aims to help clients achieve their financial goals.
Facts and Insights
FTN Capital Management has been in business for over 20 years, serving clients throughout the United States. The firm is registered with the Securities and Exchange Commission (SEC) and has a clean regulatory record. According to the latest SEC data, the firm has $1.5 billion in assets under management and a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 20+ years |
Financial Services Offered
FTN Capital Management offers a wide range of financial services to individuals, families, and institutions, including investment management, financial planning, and retirement planning. The firm also provides tax planning and estate planning services to help clients minimize their tax liability and plan for the future.
Client Types
The firm serves a diverse client base, including high-net-worth individuals, families, and institutional investors. The team at FTN Capital Management works closely with each client to understand their unique financial needs and develop tailored strategies to help them reach their goals.
Fees & Compensation
FTN Capital Management charges a percentage of assets under management as its primary form of compensation. The exact percentage may vary depending on the services and strategies selected by the client. The firm is committed to providing transparent and competitive fee structures, and clients can expect to receive a detailed breakdown of fees before signing any agreement.
Background
FTN Capital Management was founded in 1998 with a mission to provide personalized and transparent financial services to clients. The firm’s team of advisors has a depth of knowledge and expertise in the financial industry, and they continuously strive to stay up-to-date on market trends and investment strategies to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FTN Capital Management is bound by fiduciary duty, meaning they are required to act in their clients’ best interests at all times. The firm has a clean regulatory record with no disciplinary disclosures, and they are committed to transparency and compliance with all regulatory requirements.