YOUR CONTENT
How does the advisor help clients – Key Takeaways:
Beaird Harris is a leading financial advisory firm that offers a wide range of services to help clients achieve financial success. With a team of experienced and knowledgeable advisors, Beaird Harris is dedicated to providing personalized and reliable financial guidance to its clients.
- Provides comprehensive financial planning services.
- Offers customized investment management solutions.
- Assists clients with tax planning and preparation.
- Helps clients protect their assets through risk management strategies.
- Offers estate planning services to ensure the legacy of wealth.
Facts and Insights
Beaird Harris has been in business for over 30 years and has established a strong reputation in the financial services industry. The firm manages over $3 billion in assets and has a team of over 50 advisors who are dedicated to providing the best possible financial solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 50+ | Over 30 years |
Financial Services Offered
Beaird Harris offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the key services offered include:
- Financial planning
- Investment management
- Tax planning and preparation
- Wealth protection
- Estate planning
Client Types
Beaird Harris caters to a wide range of clients, including high-net-worth individuals, families, business owners, and professionals. The firm also serves as a trusted advisor to institutional clients, such as non-profit organizations and corporations.
Fees & Compensation
Beaird Harris is a fee-only firm, which means its advisors are compensated solely through fees paid by clients for their services. This fee structure ensures that the interests of the clients always come first and eliminates any conflicts of interest.
Background
Beaird Harris was founded in 1986 by a group of CPAs and has since grown into a premier financial advisory firm. The firm’s leadership team consists of highly experienced professionals with diverse backgrounds and expertise in various areas of finance, tax, and estate planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, Beaird Harris is required to disclose certain information to its clients and the public. This includes any conflicts of interest, fees and compensation structure, and any disciplinary or legal actions taken against the firm or its advisors.