FinTrust Capital Advisors

Financial Advisor in Monroe County, GA

Firm Info
Address: 6501 Peake Rd Building 500, Suite A, Macon, GA 31210, USA
Phone: (888) 836-1166

Firm Size
Assets Under Management: $1.8 billion
# of Advisors: 27
# of Clients: 1,876
Client to Advisor Ratio: 69:1
Average Account Size: $953,805
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Investment Companies
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Fintrust Capital Advisors, LLC Overview

Fintrust Capital Advisors, LLC is an investment advisory firm that was established in 2007 and is headquartered in Greenville, SC. The firm operates as a fee-based entity, which means that clients pay based on the services provided rather than a commission-based approach. The firm serves as an investment advice-only registered advisory firm, which means that it does not sell financial products, but provides investment guidance and recommendations to clients. The company offers a variety of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisors. Additionally, the firm is engaged in publishing different periodicals and newsletters and in organizing seminars and workshops to educate clients and prospects about different investment strategies. This shows that the firm is dedicated to providing useful resources and education to clients, which illustrates its commitment to serving the needs of its clients. Overall, Fintrust Capital Advisors, LLC is a trustworthy and reliable investment advisory firm that has been providing excellent services since its inception in 2007. The firm's fee-based approach and education-centric services illustrate its dedication to transparency and client satisfaction. Clients can count on the firm's portfolio management services and financial planning advice to help them achieve their financial goals.

FINTRUST CAPITAL ADVISORS, LLC offers financial services to a diverse list of clients. The firm caters to individuals seeking financial planning and investment management assistance. In addition to these clients, FINTRUST CAPITAL ADVISORS, LLC also serves high net worth individuals looking for specialized investment planning services. The firm extends its financial services to investment companies, pension or profit-sharing plans, charitable organizations, and government entities, including state and municipal government entities. FINTRUST CAPITAL ADVISORS, LLC provides financial management solutions to a variety of corporation types not mentioned here. FINTRUST CAPITAL ADVISORS, LLC has a flexible fee structure that is based on the services provided. The firm offers percentage-based fees calculated on the assets under management (AUM) for investment management services. The percentage-based fee ensures that the fee takes into account the financial value of the firm's investment recommendations. Alongside the percentage-based fee structure, FINTRUST CAPITAL ADVISORS, LLC maintains an hourly billing system for additional services that require specialized knowledge and skills. For clients who prefer fixed fees for a specific scope of work, the firm offers personalized arrangements based on individual needs. The firm's inclusive, flexible, and dynamic fee structures make its financial offerings suitable for clients from different walks of life.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for FINTRUST CAPITAL ADVISORS, LLC is typically $100,000 for their Investment Advisory account, as stated in their Part 2 Brochure. However, they also reserve the right to accept investments below this stated minimum at their discretion, based on factors they deem relevant.

How This Office Can Help Monroe County, GA Residents

FinTrust Capital Advisors is a leading financial services firm that helps clients in Monroe County, GA, navigate their financial journey. The firm offers a range of services, including investment management, retirement planning, estate planning, and wealth management. The team at FinTrust Capital Advisors understands that every financial situation is different, so they tailor their services to meet the unique needs and goals of each client. Living in Monroe County, GA, comes with different financial situations, and FinTrust Capital Advisors has extensive experience handling these situations. Many people in Monroe face challenges when it comes to retirement planning, especially since social security might not be enough. FinTrust helps clients work through detailed retirement plans by crafting an investment strategy, considering tax implications, and optimizing Social Security benefits. Additionally, estate planning and wealth management are critical to many Monroe County residents, and FinTrust's estate planning services can help ensure that assets are protected and that beneficiaries will receive the maximum benefit possible.

To view the Minimum Investment and Fee Schedule for Fintrust Capital Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Fintrust Capital Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fintrust Capital Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6501 Peake Rd Building 500, Suite A, Macon, GA 31210, USA
Phone (888) 836-1166
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 124 VERDAE BLVD., SUITE 504, GREENVILLE, SC 29607, United States

This firm has no other locations.

State Registrations

Fintrust Capital Advisors, LLC is registered to service clients in the following states:

  • Alabama
  • California
  • Florida
  • Georgia
  • Louisiana
  • South Carolina
  • Texas

Disciplinary History

Fintrust Capital Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs