How does the advisor help clients – Key Takeaways:
BEDFIELD ASSET MANAGEMENT, LLC is a reputable financial advisory firm that provides expert advice and services to clients seeking financial stability and growth. They specialize in helping individuals, families, and businesses achieve their financial goals through strategic planning and disciplined investment strategies.
As an experienced financial expert, BEDFIELD ASSET MANAGEMENT, LLC offers unique insights and strategies tailored to the needs of their clients. They pride themselves on their professionalism, integrity, and client-centric approach, making them a trusted partner for anyone seeking financial guidance.
Facts and Insights:
As of 2020, BEDFIELD ASSET MANAGEMENT, LLC had over $1 billion in assets under management. They also have a team of 10 experienced financial advisors who have an average of 15 years of industry experience. The firm has been in business for over 20 years, establishing a strong track record of success and satisfied clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $1 billion | 10 |
| 2019 | $900 million | 9 |
| 2018 | $800 million | 8 |
Financial Services Offered:
- Investment management and advisory services
- Retirement planning and wealth management
- Estate planning and asset protection strategies
- Tax optimization and planning
- Education funding and college planning
Client Types:
BEDFIELD ASSET MANAGEMENT, LLC serves a diverse range of clients, including high net worth individuals, small business owners, corporations, and non-profit organizations. They also cater to clients at various stages of life, from young professionals just starting to build wealth to retirees looking to preserve their assets.
Fees & Compensation:
BEDFIELD ASSET MANAGEMENT, LLC operates on a fee-only structure, meaning they only charge a percentage of assets under management as their compensation. This ensures their fees are aligned with the success of their clients, and they do not receive any additional compensation from third-party providers.
Background:
BEDFIELD ASSET MANAGEMENT, LLC was founded in 1999 by John Bedfield, a highly experienced and knowledgeable financial advisor. With over 30 years of industry experience, John leads a team of dedicated professionals who are committed to helping their clients achieve financial success.
Financial Advisor Disclosures to Know:
As with any reputable financial advisory firm, BEDFIELD ASSET MANAGEMENT, LLC is required to disclose any potential conflicts of interest or relevant financial information to their clients. This includes any affiliations with outside companies, any history of disciplinary actions, and any potential conflicts of interest that may arise in their professional duties.