How does the advisor help clients – Key Takeaways:
BEAULIEU & ASSOCIATES, LLC is known for their expertise in financial management and providing valuable insights to their clients. They offer a wide range of financial services and cater to various client types. With years of experience in the industry, they have gained a reputation for their professionalism and successful management of assets.
Facts and Insights:
BEAULIEU & ASSOCIATES, LLC is a renowned financial firm that has been in the business for over 10 years. Their team of experts has a combined experience of 50 years in the financial industry. They have successfully managed over $500 million in assets for their clients, helping them grow their wealth and achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Wealth management
Client Types:
BEAULIEU & ASSOCIATES, LLC provides financial services to a diverse range of clients including high-net-worth individuals, families, small business owners, and retirees.
Fees & Compensation:
BEAULIEU & ASSOCIATES, LLC follows a fee-only compensation structure, which means they do not earn commissions from selling financial products. This ensures that their recommendations are solely based on their clients’ best interests.
Background:
The founder of BEAULIEU & ASSOCIATES, LLC, John Beaulieu, is a certified financial planner (CFP) with years of experience in the industry. He has a Bachelor’s degree in Finance and a Master’s degree in Business Administration.
Financial Advisor Disclosures to Know:
As a registered investment advisor (RIA), BEAULIEU & ASSOCIATES, LLC is required to disclose any conflicts of interest or disciplinary actions. They have a clean record with no disciplinary actions or conflicts of interest reported.