A complete list of active advisors currently associated with FPL Capital Management, LLC
Warmer can help you find a great advisor at FPL Capital Management, LLC or one who fits your needs even better.
FPL Capital Management provides investment advisory services to individuals, high‑net‑worth clients, trusts, retirement plans, and business entities, delivering wealth and asset management alongside financial planning and pension consulting. The firm offers both discretionary portfolio management using customized and model portfolios and non‑discretionary planning and consulting engagements when requested. The firm emphasizes a passive, globally diversified investment approach implemented through model portfolios constructed with passive and actively managed index funds and guided by Modern Portfolio Theory and long‑term buy‑and‑hold principles. FPL Capital uses third‑party data sources such as YCharts, Morningstar, FastTrack, and Fi360 for fund analysis, maintains custodial relationships with major custodians, and provides participant education and risk‑tolerance assessments for retirement plan clients. FPL Capital is notable for managing approximately $1.08 billion in client assets across three advisory professionals, producing a relatively high AUM per advisor compared with peers. Its client outreach and marketing materials include client testimonials and references to third‑party ratings, and the firm pairs model‑based, back‑tested asset allocation work with quarterly monitoring reports and participant enrollment support for plan sponsors.
To learn more about the advisors currently working at FPL Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 14
| |
Metairie, LA
| 11
| |
Metairie, LA
| 17
|
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