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How does the advisor help clients – Key Takeaways:
BARD PARTNERS LLC provides comprehensive financial planning services to clients, helping them achieve their financial goals through personalized strategies and investment solutions.
Facts and Insights
Here are some key facts and insights about BARD PARTNERS LLC to help you understand their financial expertise:
- BARD PARTNERS LLC has been in business for over 10 years, founded in 2009.
- The firm has managed assets worth $500 million as of December 31, 2020.
- Currently, BARD PARTNERS LLC has 8 advisors and 12 support staff to provide personalized financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
To better understand BARD PARTNERS LLC’s capabilities and experience, take a look at the following table:
| Year Founded | Assets Under Management | Number of Advisors | Support Staff |
|---|---|---|---|
| 2009 | $500 million (as of December 31, 2020) | 8 | 12 |
Financial Services Offered
BARD PARTNERS LLC offers a wide range of financial services, including but not limited to:
- Financial planning and investment management
- Estate planning and wealth transfer
- Tax planning and preparation
- Retirement planning and income strategies
Client Types
BARD PARTNERS LLC caters to a diverse group of clients, including individuals, families, businesses, and institutions. They work closely with each client to understand their unique financial needs and create personalized solutions to help them achieve their goals.
Fees & Compensation
BARD PARTNERS LLC follows a fee-only compensation structure, which means they do not receive commissions or other compensation from financial products they recommend. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, making it a mutually beneficial arrangement as the firm only makes money when their clients’ portfolios grow.
Background
BARD PARTNERS LLC was founded in 2009 by a team of experienced financial professionals with the goal of providing individuals, families, and businesses with comprehensive financial planning and investment services. The firm prides itself on its dedication to client satisfaction and transparency in all aspects of their operations.
Financial Advisor Disclosures to Know
It is important for clients to be fully informed about their financial advisor’s background and any potential conflicts of interest. Here are the relevant disclosures for BARD PARTNERS LLC:
- The firm has no reportable disciplinary history.
- BARD PARTNERS LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- Some of the firm’s advisors are also licensed insurance agents, which may result in them receiving commissions for the sale of insurance products to clients.