How does the advisor help clients – Key Takeaways:
Barton Advisory Services, L.L.C is a trusted financial advisory firm that helps clients achieve their financial goals. With a team of experienced financial experts, they provide comprehensive services and personalized strategies to clients of diverse backgrounds.
Facts and Insights
Barton Advisory Services was founded in 1998 and since then, has been providing top-notch financial services to clients. With a focus on building long-term relationships and understanding each client’s unique needs, they have gained a reputation for being a reliable and trustworthy advisory firm in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 23 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
Barton Advisory Services caters to a wide range of clients including individuals, families, and small business owners. They also work with high net worth individuals and institutional clients.
Fees & Compensation
Barton Advisory Services charges a fee based on a percentage of assets under management. The fee varies depending on the size and complexity of the client’s portfolio. They believe in complete transparency and do not charge any hidden fees.
Background
The team at Barton Advisory Services has a combined experience of over 50 years in the financial industry. They are highly qualified and hold various certifications including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). They are committed to staying updated with the latest financial trends and regulations to provide the best services to their clients.
Financial Advisor Disclosures to Know
As per their fiduciary duty, Barton Advisory Services puts their clients’ best interests first. They have a clean record with no disciplinary actions or regulatory events. There are no conflicts of interest or affiliations that may affect their recommendations to clients.