Firestone Capital Management Inc.
Firestone Capital Management Inc. is a premier financial firm providing expert services to clients seeking innovative investment strategies and financial solutions. The firm prides itself on its team of experienced and knowledgeable financial advisors who are dedicated to helping clients reach their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Innovative investment strategies
- Tailored solutions for individual client needs
Facts and Insights
As of the latest publicly available data, Firestone Capital Management Inc. has $2.3 billion in assets under management, with 50 advisors serving clients. The firm has been in operation for 15 years, since its founding in 2006.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.3 billion | 50 | 15 years |
Financial Services Offered
- Investment management
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
Firestone Capital Management Inc. serves a diverse range of clients, including high net worth individuals, families, and institutional investors. The firm also offers specialized services for corporate clients and non-profit organizations.
Fees & Compensation
Firestone Capital Management Inc. operates on a fee-based model, charging clients a percentage of their assets under management. This ensures that the firm’s interests are aligned with those of its clients, as it only earns more when clients’ investments perform well. The exact fee structure varies depending on the services provided and the size of the client’s portfolio.
Background
The founding partners of Firestone Capital Management Inc. bring decades of experience to the firm. They have a deep understanding of the financial market and a proven track record of providing successful investment strategies for clients. The firm continues to attract top financial talent and is committed to ongoing education and training for its advisors to stay current with industry trends and developments.
Financial Advisor Disclosures to Know
As a registered investment advisor, Firestone Capital Management Inc. adheres to the highest ethical and professional standards. The firm has a fiduciary duty to act in the best interests of its clients and fully discloses any potential conflicts of interest. It also follows all applicable regulations and laws to ensure the protection of its clients’ assets.