BARENTSEN ADVISORY SERVICES, LLC is a highly reputable financial advisory firm known for its top-notch financial expertise. With years of experience and a deep understanding of the financial landscape, BARENTSEN ADVISORY SERVICES, LLC is a trusted partner for clients looking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expertise in financial management, investment strategies, and financial planning.
- Personalized approach to financial planning for clients.
- Comprehensive analysis of clients’ financial situation.
- Tailored recommendations to meet clients’ specific financial goals.
- Continued support and guidance for clients throughout their financial journey.
Facts and Insights
BARENTSEN ADVISORY SERVICES, LLC has an impressive track record of helping clients successfully manage their finances. The firm is known for its insightful analysis and strategic approach to financial planning. Some key facts and insights include:
- Established in 2005, BARENTSEN ADVISORY SERVICES, LLC has over 15 years of experience in the financial industry.
- The firm manages over $500 million in assets under management (AUM), making it one of the top players in the market.
- BARENTSEN ADVISORY SERVICES, LLC has a team of highly qualified and experienced advisors, ensuring personalized and expert financial advice for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million+ |
|---|---|
| Number of Advisors: | 10+ |
| Time in Business: | 15+ years |
Financial Services Offered
BARENTSEN ADVISORY SERVICES, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of these services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
BARENTSEN ADVISORY SERVICES, LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
BARENTSEN ADVISORY SERVICES, LLC charges a fee based on a percentage of clients’ assets under management. This fee structure ensures that the firm’s advisors are aligned with the clients’ best interests and only earn more if the clients’ investments perform well. This fee structure is transparent and easy for clients to understand.
Background
BARENTSEN ADVISORY SERVICES, LLC was founded in 2005 by financial expert John Barentsen. With over 20 years of experience in the financial industry, John envisioned creating a firm that would provide top-notch financial services to clients. Today, BARENTSEN ADVISORY SERVICES, LLC is a leading financial advisory firm, known for its expertise and personalized approach towards financial planning.
Financial Advisor Disclosures to Know
BARENTSEN ADVISORY SERVICES, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interests of its clients. The firm also has a clean record with no disclosures or disciplinary actions on file.