Flc Capital Advisors
Palm Desert, California
5.0
1 Review
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...
See more
Loading...

Assets Under Mgmt

$519.02M

Investment Professionals

3

Locations

0

% 401K & Individual

10%

% Discretionary

99%
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
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.