FLC Capital Advisors offers asset management and investment consulting services to help clients achieve their financial goals. They provide financial planning and consulting services, including investment, retirement, estate, charitable, education, and tax planning. FLC Capital Advisors also offers wrap fee accounts managed according to the client's objectives and risk tolerance. As a fiduciary, FLC Capital Advisors is legally required to act in the client's best interest.
Assets Under Management$710M
Clients322
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
FLC Capital Advisors charges for financial planning and consulting services on an hourly or flat fee basis:
- Hourly fees will not exceed $750 per hour.
- Flat fees will not exceed $10,000 per plan.
One-Time Plan:Up to $10,000
Hourly Rate:Up to $750/hr
Loading...