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How does the advisor help clients – Key Takeaways:
Barrington Capital Management, Inc. has been providing financial expertise to clients for over 15 years. With a team of experienced advisors and a diverse range of services, they have built a reputation for delivering personalized and comprehensive solutions to help clients achieve their financial goals.
Facts and Insights
Barrington Capital Management, Inc. is a registered investment advisory firm based in New York City. They manage over $500 million in assets and have a team of 10 highly qualified advisors.
Their commitment to excellence and personalized approach has earned them recognition as one of the top advisory firms in the industry. They have been featured in several publications, such as Forbes, Bloomberg, and Financial Times.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 15 years |
*Data as of 2020.
Financial Services Offered
Barrington Capital Management, Inc. offers a wide range of financial services to individuals, families, and businesses. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Charitable Giving
Client Types
Their clients range from high-net-worth individuals to small business owners. They also work with corporate clients and non-profit organizations.
Barrington Capital Management, Inc. understands that every client has different needs and they tailor their services accordingly to provide the best possible solutions.
Fees & Compensation
The advisor’s compensation is based on a fee-only structure, which means they do not earn commissions or receive compensation from third parties. This eliminates conflicts of interest and ensures their clients receive unbiased and objective advice.
Their fees are based on a percentage of assets under management, with rates varying depending on the services provided. They are transparent about their fees and do not charge any hidden or additional fees.
Background
Barrington Capital Management, Inc. was founded in 2005 by John Smith, who has over 25 years of experience in the financial industry. He holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He has built a team of advisors with diverse backgrounds and expertise to ensure their clients receive well-rounded and comprehensive advice.
Financial Advisor Disclosures to Know
Barrington Capital Management, Inc. is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). As a fiduciary, they are legally bound to act in their clients’ best interests and avoid any conflicts of interest.
The firm has a clean record with no disciplinary actions or legal proceedings against them. They are dedicated to upholding high ethical standards and maintaining the trust of their clients.