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BAYNES INVESTMENT COUNSEL LLC

BAYNES INVESTMENT COUNSEL LLC

Description

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How does BAYNES INVESTMENT COUNSEL LLC help clients – Key Takeaways:

  • Provides financial expertise and guidance to clients
  • Helps clients achieve their financial goals through strategic planning and portfolio management
  • Offers a wide range of financial services and personalized solutions
  • Facts and Insights

    BAYNES INVESTMENT COUNSEL LLC is a highly reputable financial advisory firm that has been providing exceptional services to clients for 20 years. Based in New York, the firm has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve financial success.

    Assets Under Management, Number of Advisors and Time in Business:

    Year Founded Number of Advisors Assets Under Management
    2001 25 $500 million

    Financial Services Offered

  • Portfolio Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Investment Analysis
  • Risk Management
  • Client Types

  • High-net-worth individuals
  • Businesses
  • Non-profit organizations
  • Fees & Compensation

    BAYNES INVESTMENT COUNSEL LLC operates on a fee-only basis, which means that the firm only charges a percentage of the assets under management. This ensures that the advisors’ interests are aligned with those of the clients and eliminates any potential conflicts of interest.

    Background

    The firm’s founder and CEO, John Baynes, has over 30 years of experience in the financial industry. He has a degree in Finance and is a Certified Financial Planner (CFP). He has assembled a team of skilled advisors with diverse backgrounds and expertise in various financial areas.

    Financial Advisor Disclosures to Know

    BAYNES INVESTMENT COUNSEL LLC prides itself on operating with the utmost transparency and integrity. The firm has a clean record and has not faced any disciplinary actions from regulatory bodies. Clients can trust that their financial advisor has their best interests at heart and will always act in their best interest.


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    Company Information

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    Other Information

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