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BERNZOTT CAPITAL ADVISORS is a leading financial advisory firm that offers a range of services to its clients. With a team of experienced and knowledgeable financial experts, BERNZOTT CAPITAL ADVISORS prides itself on providing top-notch financial advice and solutions to its clients.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning strategies.
- Offer a comprehensive range of financial services.
- Partner with clients to achieve their financial goals.
Facts and Insights
Established in 2008, BERNZOTT CAPITAL ADVISORS has been in business for over a decade. The firm manages over $500 million in assets and has a team of 15 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Analysis
Client Types
BERNZOTT CAPITAL ADVISORS caters to a diverse range of clients, including high net worth individuals, families, and small businesses. The firm also works with corporate clients to provide their employees with comprehensive financial planning and investment services.
Fees & Compensation
Clients of BERNZOTT CAPITAL ADVISORS pay a fee based on a percentage of their assets under management. This ensures that the firm’s success is aligned with that of its clients, as their compensation is directly tied to the performance of their clients’ portfolios. The firm also offers hourly and project-based financial planning services.
Background
BERNZOTT CAPITAL ADVISORS was founded by John Bernzott, a financial expert with over 20 years of experience in the industry. Prior to starting the firm, John worked at several top financial institutions and decided to establish his own firm to better serve his clients’ needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, BERNZOTT CAPITAL ADVISORS has a fiduciary duty to act in the best interests of its clients. The firm’s advisors do not receive any commissions or compensation from third parties for recommending certain investments, further ensuring their clients’ best interests are put first.