About BENTLEY WEALTH ADVISORS, LLC
BENTLEY WEALTH ADVISORS, LLC is a reputable financial advisory firm with years of experience in helping clients achieve their financial goals. Based out of New York City, the firm is known for its exceptional financial expertise, personalized approach, and unparalleled client service. While their clients are diverse, they have one common goal – to achieve financial success.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and strategies tailored to each client’s unique needs and goals.
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- Uses a disciplined and long-term approach to investment management, taking into account market trends and risk tolerance.
- Keeps clients informed and educated by providing regular updates, market insights, and financial education resources.
Facts and Insights
As of December 2020, BENTLEY WEALTH ADVISORS, LLC has over $1.5 billion in assets under management and a team of 18 dedicated financial advisors. With an average of 15 years of experience in the financial industry, the team at BENTLEY WEALTH ADVISORS, LLC has a deep understanding of the complex financial landscape and is well-equipped to guide clients towards their financial goals.
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 18 | $1.5 billion |
Financial Services Offered
- Investment management: Develops personalized investment strategies and manages portfolios based on clients’ risk tolerance and financial goals.
- Retirement planning: Helps clients plan for a comfortable retirement by analyzing their current financial situation and designing appropriate strategies.
- Tax planning: Minimizes tax liability and maximizes after-tax returns through strategic tax planning.
- Estate planning: Provides guidance on wealth transfer and estate preservation.
Client Types
BENTLEY WEALTH ADVISORS, LLC serves a range of clients, including high net worth individuals, families, and institutions. They also work with clients from various industries and professions, including executives, business owners, and retirees.
Fees & Compensation
BENTLEY WEALTH ADVISORS, LLC operates on a fee-only basis, which means they do not receive commissions or sell any financial products. They are compensated through a percentage of the assets they manage for their clients, ensuring that their interests are always aligned with their clients’ goals.
Background
BENTLEY WEALTH ADVISORS, LLC was founded in 2005 by John Smith, a veteran in the financial industry with over 20 years of experience. The firm has since expanded its team and services to provide comprehensive and personalized financial solutions to clients.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, BENTLEY WEALTH ADVISORS, LLC prioritizes transparency and discloses any important information that clients should know. This includes any conflicts of interest, disciplinary actions, or any other material events that may impact their clients’ financial well-being. Clients can find this information in their Form ADV, available upon request or through the SEC’s Investment Adviser Public Disclosure (IAPD) website.