Financial Partners Capital Management, LLC

Financial Partners Capital Management, LLC is a SEC-registered investment adviser based in New York, established in 1988. The firm offers investment supervisory services and individual portfolio management on a discretionary basis, tailoring portfolios to clients' needs based on goals, risk tolerance, and liquidity needs. They also provide financial planning services covering various areas like tax, investments, insurance, retirement, and estate planning. The firm manages over $649 million of clients' assets on a discretionary basis and an additional $92 million on a non-discretionary basis. Fees for investment supervisory services are charged as a percentage of assets under management, with rates varying based on account type and size. The firm may engage in venture capital and real estate investments, charging management fees and performance fees for these services. Financial Partners Capital Management, LLC has a Code of Ethics to ensure client interests are prioritized, and they may pay referral fees to solicitors. Clients have the option to vote on proxies themselves or allow the firm to vote on their behalf. The firm does not require advance payment of fees exceeding $1,200 per client. Financial Partners Capital Management, LLC has no reportable disciplinary events and maintains custody of client assets through a qualified custodian. Clients can provide written instructions to limit the firm's discretionary authority over their accounts.