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Flower City Capital LLC
SEC-regulated
Registered investment advisor
Flower City Capital LLC is a Limited Liability Company established in August 2015 in New York. The firm's principal owners are Michael Rizzolo, Thomas Hawks, and Vincent Crane. Flower City Capital offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. The firm creates Investment Policy Statements for each client, covering investment strategy, asset allocation, and risk tolerance. Clients grant discretionary authority to Flower City Capital for selecting securities and executing transactions. The firm operates as a fiduciary, making investment decisions in the best interest of clients. Flower City Capital specializes in long-term trading strategies and primarily recommends equity investments. The firm's minimum account size is $1,000,000, with the option to waive this requirement. Fees for portfolio management are asset-based, ranging from 0.50% to 1.00% annually. Financial planning services are also offered with negotiable fixed fees. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. Flower City Capital manages over $310 million in discretionary assets and $22 million in non-discretionary assets as of December 2024. The firm's investment strategies include fundamental analysis, technical analysis, cyclical analysis, quantitative analysis, and modern portfolio theory. Flower City Capital does not accept performance-based fees and provides services to individuals and high-net-worth individuals. The firm's brokerage practices prioritize best execution and utilize Charles Schwab & Co., Inc. Advisor Services. Clients receive quarterly account reports and financial plans upon completion. Flower City Capital does not accept voting authority for client securities and has no financial conditions impairing its ability to meet client commitments. The firm has not filed for bankruptcy in the last ten years.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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