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How does the advisor help clients – Key Takeaways:
BASS FINANCIAL STRATEGIES, INC. is a financial advisory firm that specializes in providing expert financial advice to help clients achieve their financial goals. They offer a wide range of financial services, cater to various client types, and have a team of experienced advisors who are dedicated to helping their clients succeed.
Facts and Insights
BASS FINANCIAL STRATEGIES, INC. has been in business for over 15 years and has $2.5 billion in assets under management. They have a team of 10 advisors who are all experts in their respective fields. Their clients have consistently reported high levels of satisfaction with the firm’s services and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time In Business |
|---|---|---|
| $2.5 billion | 10 | Over 15 years |
Financial Services Offered
BASS FINANCIAL STRATEGIES, INC. offers a variety of financial services to help their clients achieve their financial goals. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning and analysis
- Education planning
Client Types
BASS FINANCIAL STRATEGIES, INC. caters to a wide range of client types, including individuals, families, retirees, and small business owners. They understand that each client has unique financial goals and they tailor their services to meet the specific needs of each client.
Fees & Compensation
BASS FINANCIAL STRATEGIES, INC. charges a fee based on a percentage of the assets they manage for their clients. This fee structure ensures that the firm is aligned with their clients’ best interests and the growth of their assets. They do not accept commissions or any other form of compensation that may create a conflict of interest.
Background
BASS FINANCIAL STRATEGIES, INC. was founded by John Bass, who has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and has a team of advisors who are also highly qualified and experienced in their fields. The firm is dedicated to providing personalized and comprehensive financial advice to help their clients achieve financial success.
Financial Advisor Disclosures to Know
As a financial advisory firm, BASS FINANCIAL STRATEGIES, INC. is required to disclose certain information to their clients. This includes any potential conflicts of interest, their fee structure, and any disciplinary actions taken against the firm or its advisors. Clients can find this information in the firm’s Form ADV, which is available upon request.