How does ALVERY BARTLETT FUND MANAGEMENT CO. help clients – Key Takeaways:
ALVERY BARTLETT FUND MANAGEMENT CO. is committed to providing expert financial advice and assistance to its clients. As a trusted financial advisor, they aim to help clients achieve financial stability and success through tailored solutions and sound investment strategies.
Facts and Insights:
- In business since: 2010
- Headquartered in: New York, NY
- Number of advisors: 25
- Assets under management: $1 billion
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $1 billion | 25 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Asset allocation
- Portfolio analysis
Client Types:
ALVERY BARTLETT FUND MANAGEMENT CO. serves a diverse range of clients including:
- High net worth individuals
- Families
- Business owners
- Corporate executives
Fees & Compensation:
As a fiduciary, ALVERY BARTLETT FUND MANAGEMENT CO. operates in the best interests of its clients. They are transparent and upfront about their fee structure and do not charge commissions or hidden fees. Instead, they charge a percentage of assets under management or a fixed fee based on the services provided.
Background:
ALVERY BARTLETT FUND MANAGEMENT CO. was founded in 2010 by Alvery Bartlett, a seasoned financial advisor with over 25 years of experience in the industry. Under his leadership, the company has grown and expanded its services, while staying true to its commitment of providing personalized and holistic financial planning to clients.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important for clients to be aware of any disclosures or potential conflicts of interest that may arise. ALVERY BARTLETT FUND MANAGEMENT CO. maintains full transparency and adheres to all regulatory requirements. They provide their clients with all necessary disclosures and remain accountable and ethical in all their dealings.