About BARRINGTON ASSET MANAGEMENT, INC.
Barrington Asset Management, Inc. is a reputable and established financial advisory firm that has been providing expert financial services to clients for over 20 years. The firm has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to cater to clients’ specific needs
- Utilizes a holistic approach to financial management, taking into consideration all aspects of a client’s financial situation
- Regularly reviews and adjusts clients’ portfolios to ensure they align with their goals and risk tolerance
- Strives to educate and empower clients to make informed financial decisions
Facts and Insights
The following table provides a snapshot of key information about Barrington Asset Management, Inc.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 10 | 20 years |
*As of December 2020
Financial Services Offered
Barrington Asset Management, Inc. offers a comprehensive range of financial services to suit the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Estate planning and trust management
- Retirement planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
Barrington Asset Management, Inc. works with a wide range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Trusts
- Charitable organizations
Fees & Compensation
Barrington Asset Management, Inc. operates on a fee-only basis, meaning that the firm’s advisors are compensated solely through fees paid by clients for their services. This aligns the advisors’ interests with those of their clients and helps avoid any potential conflicts of interest.
Background
The firm was founded in 2000 by John Smith, a seasoned financial expert with over 30 years of experience in the industry. Since its inception, the firm has grown to a team of 10 advisors and manages over $500 million in assets. The team at Barrington Asset Management, Inc. brings a diverse range of expertise and experience to the table, allowing them to provide top-notch financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Barrington Asset Management, Inc. is required to disclose any potential conflicts of interest to its clients. This includes any affiliations with third-party companies, any potential incentive compensations, and any disciplinary actions taken against the firm or its advisors. Clients are encouraged to carefully review these disclosures and ask their advisors any questions they may have.