How does the advisor help clients – Key Takeaways:
BERNTSON PORTER WEALTH MANAGEMENT, LLC acts as a financial expert for its clients by providing comprehensive wealth management services tailored to meet their unique financial goals and needs. The firm takes a client-centered approach, focusing on building long-term relationships and helping clients make sound financial decisions.
Facts and Insights
With over 30 years of experience, BERNTSON PORTER WEALTH MANAGEMENT, LLC has established itself as a trusted and reputable financial advisory firm. The company is committed to transparency and maintains a strong track record of delivering results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 30+ years |
Financial Services Offered
BERNTSON PORTER WEALTH MANAGEMENT, LLC offers a wide range of financial services to its clients, including investment management, financial planning, retirement planning, estate planning, tax planning, and risk management. The firm utilizes a holistic approach, taking into consideration all aspects of a client’s financial situation to create a customized financial plan.
Client Types
The firm serves a diverse client base, including high-net-worth individuals, families, business owners, and retirees. BERNTSON PORTER WEALTH MANAGEMENT, LLC strives to meet the unique needs of each client and offers personalized solutions to help clients achieve their financial goals.
Fees & Compensation
BERNTSON PORTER WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning that the firm does not earn commissions or sell products. Instead, clients pay a transparent and competitive fee based on the assets under management. This fee structure aligns the firm’s interests with that of its clients and ensures that the advisors are focused on helping their clients succeed.
Background
BERNTSON PORTER WEALTH MANAGEMENT, LLC was founded in 1985 and is headquartered in Bellevue, Washington. The firm is a subsidiary of BERNTSON PORTER & COMPANY, PLLC, a full-service accounting and business advisory firm. The wealth management division was created to provide clients with comprehensive financial planning and investment management services alongside tax planning and accounting services.
Financial Advisor Disclosures to Know
Clients of BERNTSON PORTER WEALTH MANAGEMENT, LLC should be aware of certain disclosures when considering the firm as their financial advisor. According to its most recent SEC filing, the firm has no legal or disciplinary events to report. Additionally, the firm’s advisors do not have any disciplinary or legal events on their record.