Is flagstone financial management an investment adviser? Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.Who are the providers of the flagstone fixed deposit? The unique product from Flagstone Investment Management is fixed over 12 months and is blended between three different accounts offered by three different providers. These are Julian Hodge, Bank of London and the Middle East and Arbuthnot Latham, all of whom have separate Financial Services Compensation Scheme banking licences.Where can i find more information about flagstone im? Website: http://www.flagstoneim.com We strongly advise you to only deal with financial firms that are authorised by us, and check the Financial Services Register to ensure they are. It has information on firms and inpiduals that are, or have been, regulated by us.How does flagstone protect client information? The Flagstone Platform uses bank level encryption to ensure the security and confidentiality of client records and information. Flagstone is authorised and regulated by FCA as are all the UK banks on the platform. Clients have no credit exposure to Flagstone at any time.
3. If interest rates ever increase to a sensible level, the annual fee, which is exorbitant in the context of current interest rates, will seem more reasonable. But a less than satisfactory start so time will tell whether we stay long enough to gain advantage from 3. above! Reply from Flagstone Investment Management.
FlagStone Wealth Management LLC, f3Logic LLC and IFG are unaffiliated entities. Licensed to sell securities in the following states: AL, CA, DE, FL, GA, MA, MD, MI, NC, NJ, NV, NY, PA, VA Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete.