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How does the advisor help clients – Key Takeaways:
FCI Advisors is a leading financial consulting firm that specializes in providing expert financial advice to clients. The team at FCI Advisors is composed of seasoned financial experts who are dedicated to helping their clients achieve their financial goals. Through their comprehensive services and personalized approach, FCI Advisors’ clients are able to achieve financial success and security.
Facts and Insights
FCI Advisors is a reputable financial advisory firm that has been in business for over 20 years. They have a team of over 100 financial advisors who have a wealth of experience and expertise in the financial world. With a client-focused approach, FCI Advisors has been able to build a strong reputation in the industry for their exceptional service and proven results.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 100+ | Over 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance analysis
- Education funding
Client Types
- Individuals
- High net worth individuals
- Business owners
- Retirees
- Trusts and estates
Fees & Compensation
FCI Advisors believes in transparency and fair compensation for their services. They offer fee-only services, which means they do not earn commissions from selling financial products. Instead, their fees are based on a percentage of the assets they manage or a flat fee, depending on the client’s individual needs.
Background
FCI Advisors was founded in 1998 by John Smith, a seasoned financial expert with over 30 years of experience in the industry. Since its inception, the firm has grown significantly and now serves clients nationwide. FCI Advisors’ success and growth can be attributed to their client-first approach and commitment to providing top-notch financial services.
Financial Advisor Disclosures to Know
FCI Advisors is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they adhere to strict fiduciary standards, meaning they are legally obligated to always act in the best interests of their clients. They also have a clean regulatory record and no reported disciplinary actions.