About BENTLEY WEALTH MANAGEMENT, LLC
BENTLEY WEALTH MANAGEMENT, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals through personalized wealth management solutions. With years of experience in the financial industry, the team at BENTLEY WEALTH MANAGEMENT, LLC has the expertise and knowledge to guide clients towards long-term financial success.
How Does the Advisor Help Clients – Key Takeaways:
- Offers personalized wealth management solutions
- Provides expert financial advice
- Guides clients towards long-term financial success
Facts and Insights
Here are some facts and insights about BENTLEY WEALTH MANAGEMENT, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
BENTLEY WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These include:
- Wealth management
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
Client Types
BENTLEY WEALTH MANAGEMENT, LLC serves a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
- Families
Fees & Compensation
BENTLEY WEALTH MANAGEMENT, LLC operates on a fee-based compensation model, meaning that clients pay a percentage of their assets under management as their advisory fee. This aligns the firm’s interests with those of their clients, as the more the client’s assets grow, the more the firm earns.
Background
BENTLEY WEALTH MANAGEMENT, LLC was founded in 2005 by John Bentley, a highly experienced and skilled financial advisor. John has a passion for helping clients achieve their financial goals and has built a team of advisors who share his vision.
Financial Advisor Disclosures to Know
As a registered investment advisor, BENTLEY WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest to clients. These may include compensation from third-party providers or recommendations of investment products that may benefit the firm. However, the team at BENTLEY WEALTH MANAGEMENT, LLC is committed to always acting in the best interest of their clients and strives for transparency in all their dealings.