Financial Council Asset Management Inc

Financial Council, LLC, formerly known as Financial Council Asset Management, Inc., was established in July 1995 and restructured as Financial Council, LLC on July 1, 2023. The firm primarily serves individuals, trusts, estates, charitable organizations, and corporations. Financial Council manages discretionary client assets valued at $1,099,779,929 as of December 31, 2024. The firm offers investment advisory services through asset allocation models primarily using mutual funds, with rebalancing at the discretion of Financial Council. Clients may not impose restrictions on allocations. The firm charges asset management fees based on a percentage of assets under management, with fees ranging from 1.25% to 0.25% based on the level of assets. Financial Council acts as a fiduciary for clients' retirement accounts, providing recommendations on rollovers to IRAs. The firm does not charge performance-based fees and offers services to individuals, trusts, estates, charitable organizations, and corporations. Investment strategies include Dollar Cost Averaging, Asset Allocation, Fundamental Analysis, and Qualitative Analysis. Financial Council does not vote proxies on behalf of clients and does not accept authority to file class action claims for clients. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.