How does BARLOCK CAPITAL MANAGEMENT LLC help clients – Key Takeaways:
BARLOCK CAPITAL MANAGEMENT LLC is dedicated to providing financial expertise and guidance to its clients in a professional and personalized manner. Their team of experienced financial advisors work closely with clients to understand their unique goals and design comprehensive strategies to help them achieve financial success.
Facts and Insights
As of the latest data available, BARLOCK CAPITAL MANAGEMENT LLC has over $500 million in assets under management, with a team of 10 advisors and over 30 years of experience in the financial industry. The firm primarily caters to high-net-worth individuals and families.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | Over 30 years |
Financial Services Offered
BARLOCK CAPITAL MANAGEMENT LLC offers a wide range of financial services to its clients, including personalized investment management, retirement planning, estate planning, tax planning, and risk management. Their team of advisors have expertise in various financial areas and work collaboratively to provide clients with a holistic approach to their financial management.
Client Types
The firm primarily caters to high-net-worth individuals and families, but also serves corporations, trusts, and other institutional clients. Their clients come from diverse backgrounds and industries, but all share a common goal of achieving financial success.
Fees & Compensation
BARLOCK CAPITAL MANAGEMENT LLC operates on a fee-only basis, meaning their compensation comes solely from fees paid by their clients. This fee structure ensures that their advisors are motivated to act in the best interest of their clients, as their success is directly tied to the success of their clients’ portfolios.
Background
BARLOCK CAPITAL MANAGEMENT LLC was founded in 1995 by John Barlock, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. The firm has since grown to become a reputable and trusted financial advisory firm, known for its personalized and comprehensive approach to financial management.
Financial Advisor Disclosures to Know
BARLOCK CAPITAL MANAGEMENT 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 interest of its clients at all times. They have a clean disciplinary record and do not have any disclosures on their record.