How does the advisor help clients – Key Takeaways:
- Bassett Financial Advisors provides comprehensive financial planning and investment management services.
- The advisor takes a holistic approach to help clients achieve their financial goals.
- Bassett Financial Advisors prioritizes building long-term relationships with clients and tailors their services to meet individual needs.
Facts and Insights
Bassett Financial Advisors is a trusted financial consultancy firm that specializes in helping clients reach their financial goals. With a team of experienced and knowledgeable advisors, they offer expert financial planning and investment management services to individuals, families, and businesses. The following overview highlights key facts and insights about Bassett Financial Advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Bassett Financial Advisors prides itself on managing over $500 million in assets for its clients. With a team of 10 advisors, they have a strong and experienced team to provide quality services. The firm has been in business for over 15 years and has a proven track record of helping clients achieve their financial goals.
Financial Services Offered
Bassett Financial Advisors offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Bassett Financial Advisors works with a variety of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
Bassett Financial Advisors believes in transparent and fair fees for their services. They offer fee-only services, which means they do not earn commissions from selling products or investments. Instead, they charge a fee based on a percentage of the assets under management. This ensures that their advisors are focused on their clients’ best interests rather than earning commissions.
Background
The founder of Bassett Financial Advisors, John Bassett, has over 20 years of experience in the financial industry. He holds a CFP® (Certified Financial Planner) designation and is committed to providing exceptional service to his clients. With a team of experienced and knowledgeable advisors, Bassett Financial Advisors has established itself as a reputable and reliable financial consultancy firm.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s essential to understand their disclosure history. Bassett Financial Advisors has a clean record with no disciplinary actions or conflicts of interest in the past 10 years.