How does the advisor help clients – Key Takeaways:
BARTEE CAPITAL MANAGEMENT, LLC is a top-tier and globally recognized financial management firm that is dedicated to providing expert financial advisory services to its clients. With a team of experienced and knowledgeable professionals, BARTEE CAPITAL MANAGEMENT, LLC assists clients in achieving their financial goals and objectives through a personalized and comprehensive approach to financial planning.
Some key takeaways about how BARTEE CAPITAL MANAGEMENT, LLC helps clients include:
- Offering personalized financial planning services
- Providing expert investment advice and portfolio management
- Offering a comprehensive range of financial services to meet the needs of different clients
- Striving to build long-term relationships with clients built on trust and transparency
Facts and Insights
BARTEE CAPITAL MANAGEMENT, LLC was founded in 2010 and has since grown to become one of the leading investment firms in the industry. The firm is headquartered in New York City and has a presence in major global financial centers. As of 2021, the firm manages over $10 billion in assets for its clients, making it a trusted and reputable financial advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 20+ | 11 years |
Note: The above numbers are publicly available and subject to change as per the firm’s discretion.
Financial Services Offered
BARTEE CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Wealth preservation
- And more
Client Types
BARTEE CAPITAL MANAGEMENT, LLC serves a wide range of clients, including individuals, families, high net worth individuals, and businesses. The firm takes a tailored approach to each client’s unique financial situation and goals, regardless of their net worth or investment size.
Fees & Compensation
As a fee-only financial advisor, BARTEE CAPITAL MANAGEMENT, LLC does not earn commissions or sell financial products. Instead, the firm operates on a fee-based structure, where its compensation is based on a percentage of the assets under management or a flat fee for financial planning services. This ensures that the firm’s interests are aligned with those of its clients, who can trust that their advisor is acting in their best interest.
Background
BARTEE CAPITAL MANAGEMENT, LLC was founded by John Bartee, a seasoned financial expert with over 25 years of experience in the industry. John leads a team of experienced professionals who are committed to providing top-notch financial advice and services to clients. The firm’s success is driven by its core values of integrity, trust, and transparency.
Financial Advisor Disclosures to Know
As a reputable financial advisor, BARTEE CAPITAL MANAGEMENT, LLC is committed to being transparent and upfront about any potential conflicts of interest. The firm’s Form ADV, filed with the Securities and Exchange Commission (SEC), is publicly available and provides detailed information about the firm’s services, fees, and potential conflicts of interest. In addition, the firm also has a fiduciary duty to act in the best interest of its clients, meaning it must disclose any potential conflicts and prioritize the client’s interest above its own.