How does the advisor help clients – Key Takeaways:
BARNES & COMPANY INVESTMENT COUNSEL, LLC is a leading financial advisory firm that specializes in providing expert financial advice to clients from all walks of life. With a team of experienced and knowledgeable financial advisors, the firm strives to help its clients achieve their financial goals and effectively manage their wealth.
- Offers a wide range of financial services including investment management, financial planning, and retirement planning.
- Clients include individuals, families, and small businesses.
- The firm has a transparent fee structure and does not accept commissions.
Facts and Insights
Here are some key facts and insights about BARNES & COMPANY INVESTMENT COUNSEL, LLC:
- The firm was founded in 2002 by John Barnes, a seasoned financial advisor with over 25 years of experience in the industry.
- Currently, the firm manages over $500 million in assets for its clients.
- The team comprises of 10 advisors, each with a unique set of skills and expertise.
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2002 | 10 | $500+ |
Financial Services Offered
BARNES & COMPANY INVESTMENT COUNSEL, LLC offers a comprehensive range of financial services that are tailored to meet the individual needs and goals of each client. These services include:
- Investment management: The firm creates personalized investment plans based on each client’s risk tolerance, financial goals, and time horizon.
- Financial planning: The team helps clients create a financial roadmap to achieve their long-term goals such as retirement, education, and wealth transfer.
- Retirement planning: BARNES & COMPANY INVESTMENT COUNSEL, LLC helps clients develop a retirement plan that ensures they have enough funds to maintain their lifestyle post-retirement.
- Estate planning: The firm offers guidance on estate planning and helps clients minimize estate taxes and ensure their assets are distributed according to their wishes.
Client Types
BARNES & COMPANY INVESTMENT COUNSEL, LLC works with a diverse group of clients, including:
- Individuals
- Families
- Small businesses
The firm values each client and strives to build long-term relationships based on trust, transparency, and exceptional service.
Fees & Compensation
BARNES & COMPANY INVESTMENT COUNSEL, LLC has a transparent fee structure, and the firm does not accept commissions. The fees are based on a percentage of the assets under management and are negotiated with each client before any services are rendered. This ensures that the firm’s interests are aligned with those of its clients and eliminates any conflicts of interest.
Background
Founded in 2002, BARNES & COMPANY INVESTMENT COUNSEL, LLC has established itself as a trusted and reliable financial advisory firm. The team of advisors brings together years of experience and expertise to provide clients with personalized and effective financial solutions.
Financial Advisor Disclosures to Know
BARNES & COMPANY INVESTMENT COUNSEL, LLC adheres to the highest ethical standards and follows all industry regulations. The firm makes full disclosures of any potential conflicts of interest to clients and provides them with all the necessary information to make informed decisions.