….
How does the advisor help clients – Key Takeaways:
BAUGH & ASSOCIATES, LLC is a reputable financial firm that provides expert advice and recommendations to individuals and businesses seeking financial management solutions. With their years of experience and extensive knowledge, they are able to assist clients in achieving their financial goals and securing their future.
Facts and Insights
Founded in 2005, BAUGH & ASSOCIATES, LLC has been providing top-notch financial services to clients for over 15 years. Their team of skilled advisors has a combined experience of over 50 years in the financial industry, making them a reliable and trustworthy source of financial guidance.
During their time in the business, they have managed over $100 million in assets, helping clients build and protect their wealth. Their goal is to empower clients to make informed financial decisions and achieve financial stability.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
BAUGH & ASSOCIATES, LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. They specialize in:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a wide range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
Fees & Compensation
BAUGH & ASSOCIATES, LLC follows a fee-only compensation structure, which means they do not earn any commissions from the sale of financial products. This ensures that their recommendations are always in the best interest of the clients, as they are not influenced by any external incentives.
Their fees are based on a percentage of the assets under management, which means they only earn money when their clients’ investments perform well. This aligns their interests with those of their clients and motivates them to provide the best possible services.
Background
The team at BAUGH & ASSOCIATES, LLC is composed of highly qualified and experienced financial professionals. They hold various certifications, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Public Accountant (CPA).
The firm is also a member of the National Association of Personal Financial Advisors (NAPFA), an organization that upholds the highest ethical standards for financial advisors.
Financial Advisor Disclosures to Know
As a registered investment advisor, BAUGH & ASSOCIATES, LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations or relationships with third-party entities that may impact the recommendations made to clients.
The firm has a commitment to transparency and operates with honesty and integrity. They strive to maintain open communication with their clients and ensure that all financial advice given is in their clients’ best interest.