FLC Capital Advisors is a reputable investment advisory firm located in Palm Desert, CA. With over 110 individual clients and a remarkable $519,021,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in high net worth individuals, FLC Capital Advisors primarily manages discretionary assets, with less than 30% allocated to 401K and individual accounts.
This small yet dynamic firm boasts a team of nine dedicated employees, with three of them specifically focused on providing top-notch investment advisory services. Their knowledgeable advisors have an impressive av...
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Assets Under Mgmt
$519.02M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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