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How does the advisor help clients – Key Takeaways:
Bert Reames Investment Advisors, Inc. is a reputable financial advisory firm that helps clients achieve their financial goals through comprehensive and personalized guidance. Clients can expect the following key takeaways when working with Bert Reames and his team:
- Expert financial advice tailored to their individual needs and goals
- Access to a wide range of financial services and products
- Transparent and ethical business practices
- Regular monitoring and adjusting of their portfolios
Facts and Insights
Bert Reames Investment Advisors, Inc. has been in the financial advisory business for over 20 years, providing clients with dependable and trustworthy advice to help them achieve their financial objectives. The firm has a team of highly experienced and knowledgeable advisors who stay updated on the latest market trends and insights to better serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Bert Reames Investment Advisors, Inc. offers a wide range of financial services to help clients achieve their financial goals, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
Bert Reames Investment Advisors, Inc. serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Corporations
Fees & Compensation
Bert Reames Investment Advisors, Inc. operates on a fee-only basis, meaning that their compensation comes solely from fees paid by their clients. This ensures that their advice is not influenced by commissions, and they always act in their clients’ best interests. The firm’s fees are based on a percentage of assets under management, ensuring that their goals are aligned with their clients.
Background
Bert Reames, the founder of Bert Reames Investment Advisors, Inc., is a highly qualified financial expert with over 30 years of experience in the industry. He has a strong background in investment management and is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). He leads a team of dedicated and knowledgeable advisors who are committed to providing the highest level of service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Bert Reames Investment Advisors, Inc. has a fiduciary duty to act in their clients’ best interests at all times. They have a clean record with no disciplinary actions or sanctions from regulatory bodies. They also have a strict code of ethics and always prioritize transparency and honesty in their business practices.