BARTLETT & CO. WEALTH MANAGEMENT LLC
How does the advisor help clients – Key Takeaways:
Bartlett & Co. Wealth Management LLC is a reputable financial firm that focuses on providing personalized and comprehensive wealth management services to its clients. The firm’s team of experienced and knowledgeable advisors works closely with clients to understand their financial goals and develop customized strategies to help them achieve their objectives.
- Provides personalized and comprehensive wealth management services
- Offers customized strategies tailored to clients’ individual financial goals
- Boasts a team of experienced and knowledgeable advisors
Facts and Insights
Founded in 2005, Bartlett & Co. Wealth Management LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York City and has a team of 25 advisors who collectively manage over $3 billion in assets under management. Despite its relatively small size, the firm has built a reputation for providing top-notch service and achieving excellent results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 25 | Over 15 years |
Financial Services Offered
Bartlett & Co. Wealth Management LLC offers a wide range of financial services to its clients. These include investment management, financial planning, retirement planning, estate planning, tax planning, and risk management. The firm’s advisors work closely with clients to create personalized financial plans that address their unique needs and goals.
Client Types
The firm primarily serves high-net-worth individuals and families, but also caters to corporations, institutions, and non-profit organizations. Bartlett & Co. Wealth Management LLC takes a personalized and holistic approach to working with clients, ensuring that each client gets the attention and service they deserve.
Fees & Compensation
Bartlett & Co. Wealth Management LLC derives its revenue from fees based on a percentage of assets under management. This means that the firm’s advisors are incentivized to help clients grow their wealth, as their compensation is directly tied to the performance of their clients’ portfolios. The firm prides itself on its transparent fee structure and does not charge any hidden fees or commissions.
Background
Bartlett & Co. Wealth Management LLC was founded by John Bartlett, a seasoned financial advisor with over 25 years of experience in the industry. Under John’s leadership, the firm has grown to become one of the most trusted names in the wealth management space. The firm’s team of advisors is highly qualified and includes certified financial planners (CFPs) and Chartered Financial Analysts (CFAs).
Financial Advisor Disclosures to Know
Bartlett & Co. Wealth Management LLC has a clean disciplinary record and has not been involved in any legal or regulatory actions. The firm believes in maintaining the highest ethical standards and takes its fiduciary responsibility to clients very seriously. All potential conflicts of interest are fully disclosed and the firm always acts in the best interest of its clients.