How does the advisor help clients – Key Takeaways:
Furrier and Crown Investments, LLC is a top financial advisory firm that offers a wide range of services to its clients. The firm is known for its financial expertise and its ability to provide personalized strategies to help clients reach their financial goals.
Facts and Insights
Founded in 2005, Furrier and Crown Investments, LLC has over 15 years of experience in the financial industry. The firm has helped countless clients achieve financial success through its tailored approach to investing and financial planning. With a team of highly skilled financial advisors, the firm prides itself on providing top-notch service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Furrier and Crown Investments, LLC offers a wide range of financial services to its clients. Some of the services include investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm also offers specialized services such as socially responsible investing and alternative investments to cater to the specific needs of clients.
Client Types
The firm serves a diverse range of clients, including high net worth individuals, families, and small business owners. The advisors at Furrier and Crown Investments, LLC understand that each client has unique financial goals and needs, and they work closely with them to develop personalized strategies to meet their objectives.
Fees & Compensation
Furrier and Crown Investments, LLC charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients. The firm also discloses all fees upfront, providing transparency and promoting trust and open communication with its clients.
Background
The team at Furrier and Crown Investments, LLC consists of highly qualified financial professionals with years of experience in the industry. They stay updated on the latest financial trends and regulations to provide their clients with the best possible financial advice. The firm has gained a reputation as a trusted financial partner among its clients.
Financial Advisor Disclosures to Know
As a financial advisor, Furrier and Crown Investments, LLC is held to high ethical standards and discloses any potential conflicts of interest, such as receiving referral fees or owning securities in a recommended investment. The firm also maintains compliance with all regulatory bodies to ensure the best interest of its clients.