How does the advisor help clients – Key Takeaways:
Bachrach Asset Management Inc. is a financial advisory firm that offers comprehensive and personalized financial services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they assist clients in making informed decisions about their money and investments.
Facts and Insights
Some key facts and insights about Bachrach Asset Management Inc. include:
- Assets Under Management: As of the most recent SEC filing in March 2021, Bachrach Asset Management Inc. reported total assets under management of $250 million.
- Number of Advisors: The firm has a team of 5 advisors, each with a unique background and specialization to cater to the diverse needs of their clients.
- Time in Business: Bachrach Asset Management Inc. has been in business for 20 years, establishing a strong track record of success and stability in the financial industry.
Financial Services Offered
Bachrach Asset Management Inc. offers a range of financial services to assist clients in managing their wealth and achieving their financial goals. These services include:
- Portfolio Management: The advisors at Bachrach Asset Management Inc. work closely with clients to develop personalized investment portfolios that align with their risk tolerance and goals.
- Retirement Planning: Through in-depth analysis and strategic planning, the firm helps clients prepare for and maintain a comfortable retirement.
- Estate Planning: The advisors at Bachrach Asset Management Inc. work with clients to create an estate plan that preserves and protects their assets for future generations.
- Tax Planning: The firm helps clients minimize their tax burden by implementing strategic tax planning strategies.
Client Types
Bachrach Asset Management Inc. works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Trusts and estates
- Businesses and corporations
Fees & Compensation
Bachrach Asset Management Inc. follows a fee-based compensation structure, which means that the firm charges a percentage of the client’s assets under management as their fee. This structure aligns the interests of the firm with those of their clients, as the firm’s fees are directly tied to the performance of the client’s portfolio.
Background
Bachrach Asset Management Inc. was founded in 2001 by financial expert and author, James Bachrach. With over 35 years of experience in the financial industry, Bachrach has built a team of skilled advisors who are dedicated to providing personalized and quality financial solutions to their clients.
Financial Advisor Disclosures to Know
As a publicly registered investment advisor, Bachrach Asset Management Inc. is required to disclose any potential conflicts of interest to their clients. This includes any fees, commissions, or other compensation the firm may receive for recommending certain investments to their clients.