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BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES
BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES is a trusted financial advisory firm that specializes in providing clients with expert financial advice and guidance. With a team of experienced and knowledgeable advisors, BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES is committed to helping clients achieve their financial goals and make sound investment decisions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and guidance based on each client’s unique goals and needs.
- Both residential and commercial real estate investment services available.
- Offers a wide range of financial services, such as investment management, retirement planning, and estate planning.
- Serves a diverse clientele, including individuals, families, and businesses.
- Transparent and fair fee structure.
Facts and Insights
BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES has been in business for over 20 years and has a proven track record of successful financial management for its clients. They are dedicated to staying up-to-date with the latest market trends and investment strategies in order to provide clients with the best possible financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $50 million+ | 10+ | 20+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Real Estate Investment Services
Client Types
BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES serves a diverse range of clients, including:
- Individuals
- Families
- Small Businesses
- Closely-Held Corporations
- Non-Profit Organizations
Fees & Compensation
BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES operates on a fee-only basis, meaning they do not receive commissions from the sale of financial products. Instead, they charge a fee based on a percentage of the assets they manage for their clients. This fee structure ensures that the advisors are always acting in the best interest of their clients and eliminates any potential conflicts of interest.
Background
BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES was founded by John Bates, a highly experienced financial advisor with over 30 years of industry experience. John has a Bachelor’s degree in Finance and holds several professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES is required to provide full disclosure of any potential conflicts of interest or legal or disciplinary issues. They take this responsibility seriously and are committed to maintaining a high level of transparency with their clients at all times.