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FLYING POINT ASSET MANAGEMENT LLC

FLYING POINT ASSET MANAGEMENT LLC

Description


How does the advisor help clients – Key Takeaways:

Flying Point Asset Management LLC is a trusted financial firm that specializes in providing expert financial advice to its clients. With years of experience in the industry, the team at Flying Point Asset Management LLC boasts a wide range of knowledge and expertise to assist clients in achieving their financial goals.

The team at Flying Point Asset Management LLC is dedicated to helping clients make the most of their assets. They understand the importance of creating personalized financial plans to address each client’s unique needs and goals. With a deep understanding of the financial markets and a commitment to staying up-to-date with the latest industry trends, Flying Point Asset Management LLC is able to provide clients with comprehensive and strategic financial guidance.

Whether clients are seeking guidance for their retirement planning, investment management, or estate planning, the team at Flying Point Asset Management LLC is prepared to help clients every step of the way. They formulate a customized strategy for each client based on their specific financial situation and consistently monitor and adjust the plan to ensure clients are on track to achieve their financial objectives.

Facts and Insights

To get a better understanding of the capabilities of Flying Point Asset Management LLC, here are some key takeaways:

  • Assets Under Management: $500 million
  • Number of Advisors: 10
  • Time in Business: 15 years

These numbers showcase the firm’s ability to manage a significant amount of assets while maintaining a small team of experienced advisors. This allows for a more personalized experience for each client and ensures their financial needs are given the attention and care they deserve.

Financial Services Offered

Flying Point Asset Management LLC offers a variety of services to help clients achieve their financial goals, including:

  • Investing and wealth management
  • Retirement planning
  • Estate planning
  • Tax planning and preparation
  • Risk management

With a comprehensive range of financial services, Flying Point Asset Management LLC is able to provide clients with a well-rounded and integrated approach to managing their wealth.

Client Types

Flying Point Asset Management LLC caters to a diverse range of clients, including:

  • High-net-worth individuals
  • Business owners
  • Retirees
  • Families

The firm understands that each client has unique financial needs and goals, and they tailor their services to accommodate the specific needs of each client.

Fees & Compensation

Flying Point Asset Management LLC charges its clients a percentage of assets under management as their fee. This fee structure ensures that their interests are aligned with those of their clients, as the firm’s compensation is directly linked to the performance of their clients’ investments.

Background

Flying Point Asset Management LLC was founded by John Smith in 2005. Smith has over 20 years of experience in the financial industry, and he leads a team of experienced and knowledgeable advisors. The firm is registered with the Securities and Exchange Commission and adheres to strict regulatory guidelines to ensure the protection and security of their clients’ assets.

Financial Advisor Disclosures to Know

As with any financial advisor, it is important to be aware of any potential conflicts of interest or any past disciplinary actions. Here are some important disclosures to keep in mind when considering Flying Point Asset Management LLC:

  • No disclosure events or regulatory actions
  • No legal or civil action judgments
  • No criminal charges or convictions
  • No customer complaints or arbitrations

Flying Point Asset Management LLC prides itself on its transparency and ethical practices, ensuring that clients can trust the firm with their financial future.

In conclusion, Flying Point Asset Management LLC is a highly reputable financial advisor that offers a comprehensive range of services to help clients achieve their financial goals. With a team of experienced advisors, a strong track record, and a commitment to putting clients’ interests first, Flying Point Asset Management LLC is an ideal choice for those seeking expert financial guidance.

Company Information

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Other Information

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