F L PUTNAM INVESTMENT MANAGEMENT CO.
F L PUTNAM INVESTMENT MANAGEMENT CO. is a financial advisory firm that provides expert financial guidance to its clients. With years of experience and a team of knowledgeable advisors, F L PUTNAM INVESTMENT MANAGEMENT CO. is dedicated to helping clients achieve their financial goals and build long-term wealth.
How does the advisor help clients – Key Takeaways:
- Offering a wide range of financial services
- Working with different types of clients
- Transparent fee and compensation structure
- Extensive background and experience in the industry
- Adhering to strict financial advisor disclosures
Facts and Insights
Before choosing a financial advisor, it is important to understand some key facts and insights about their services. F L PUTNAM INVESTMENT MANAGEMENT CO. has a strong track record of success, with a team of advisors who have extensive experience in the financial industry.
The advisors at F L PUTNAM INVESTMENT MANAGEMENT CO. take a personalized approach to each client, working closely with them to understand their unique financial situation and goals. This allows them to create tailored investment strategies that help clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2 billion* |
|---|---|
| Number of Advisors: | 10* |
| Time in Business: | 30+ years* |
*As of 2020
Financial Services Offered
F L PUTNAM INVESTMENT MANAGEMENT CO. offers a comprehensive range of financial services to help clients grow and manage their wealth. These services include:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Wealth transfer
- Risk management
Client Types
F L PUTNAM INVESTMENT MANAGEMENT CO. works with a diverse group of clients, including individuals, families, and businesses. Their experienced advisors have the expertise to cater to the unique needs of each client and help them achieve their financial goals.
Fees & Compensation
F L PUTNAM INVESTMENT MANAGEMENT CO. believes in transparency when it comes to their fees and compensation structure. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients.
The exact fees charged by F L PUTNAM INVESTMENT MANAGEMENT CO. may vary depending on the type and complexity of services required by a client. Advisors at F L PUTNAM INVESTMENT MANAGEMENT CO. are always clear about their fees and will provide a breakdown of all costs involved for each service.
Background
F L PUTNAM INVESTMENT MANAGEMENT CO. has been in the financial advisory business for over 30 years, establishing a strong reputation for delivering exceptional service and expertise to their clients. With a team of highly qualified advisors, F L PUTNAM INVESTMENT MANAGEMENT CO. is committed to ensuring their clients’ financial success and security.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, F L PUTNAM INVESTMENT MANAGEMENT CO. adheres to strict financial advisor disclosures to ensure transparency and trust with their clients. Some important disclosures to keep in mind when working with F L PUTNAM INVESTMENT MANAGEMENT CO. include:
- F L PUTNAM INVESTMENT MANAGEMENT CO. is a registered investment advisor with the Securities and Exchange Commission (SEC)
- F L PUTNAM INVESTMENT MANAGEMENT CO. may earn referral fees for recommending certain products or services
- All advisors at F L PUTNAM INVESTMENT MANAGEMENT CO. are licensed and have clean records with regulatory bodies
In conclusion, F L PUTNAM INVESTMENT MANAGEMENT CO. is a trusted and experienced financial advisory firm that is dedicated to helping clients achieve their financial goals. With a comprehensive range of services, transparent fee structure, and a