BAUTIS FINANCIAL, LLC: A Trusted Financial Expert
BAUTIS FINANCIAL, LLC is a leading financial advisory firm known for their expertise in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, BAUTIS FINANCIAL, LLC serves clients from all walks of life and provides tailored solutions to meet their unique needs.
How the Advisor Helps Clients: Key Takeaways
- Provides personalized financial planning and investment management services
- Offers strategic advice for wealth creation, preservation, and distribution
- Assists clients in making informed decisions about their finances
- Creates a comprehensive plan to achieve clients’ short-term and long-term financial goals
- Constantly monitors and adjusts plans to adapt to changing market conditions
Facts and Insights
BAUTIS FINANCIAL, LLC has been in business since 2007 and has established a strong reputation for their exceptional financial services. They have a team of highly qualified and experienced advisors who stay updated on the latest market trends and regulations to provide the best advice to clients. With their in-depth knowledge and practical experience, BAUTIS FINANCIAL, LLC is dedicated to helping clients make sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 14 years |
Financial Services Offered
BAUTIS FINANCIAL, LLC offers a range of financial services to help clients achieve their financial goals. They provide comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning services. Their experienced advisors work closely with clients to understand their needs and develop customized solutions that align with their goals. With their expertise, BAUTIS FINANCIAL, LLC offers unparalleled services to their clients.
Client Types
BAUTIS FINANCIAL, LLC serves a diverse range of clients, including individuals, families, and small business owners. They also work with high net-worth individuals and corporations. No matter what stage of life their clients are in, BAUTIS FINANCIAL, LLC is committed to helping them achieve their financial objectives and secure a better financial future.
Fees & Compensation
BAUTIS FINANCIAL, LLC follows a transparent fee structure and charges a percentage of assets under management for their financial services. They do not receive any commissions for recommending specific investments, ensuring that their advice is unbiased and in the best interest of their clients. Their fees are structured to align with their clients’ success, so they only charge when clients’ assets grow.
Background
BAUTIS FINANCIAL, LLC was founded by Chris Bautis, who has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. Chris is a CERTIFIED FINANCIAL PLANNER™ and has been recognized as a top advisor by various industry publications. He leads a team of professionals who are committed to providing exceptional financial services to clients.
Financial Advisor Disclosures to Know
BAUTIS FINANCIAL, LLC takes utmost care in maintaining transparency and adheres to strict fiduciary standards to act in the best interest of their clients. They also provide full disclosure of any potential conflicts of interest, disciplinary actions, or regulatory sanctions that may arise. Additionally, they prioritize communication and encourage clients to ask questions and voice concerns at any time to maintain trust and openness.