How does the advisor help clients – Key Takeaways:
– Bickford Investment Management Services provides expert financial advice to clients seeking a sound investment strategy.
– The company offers a wide range of financial services to its clients, including wealth management and retirement planning.
– Clients of Bickford Investment Management Services can expect personalized, professional and transparent investment management services.
Facts and Insights
Bickford Investment Management Services is a trusted and highly regarded financial advising firm that specializes in investment management. With a dedicated team of experienced advisors and a commitment to transparency and personalized advice, Bickford Investment Management Services is an ideal partner for individuals and businesses looking to secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Bickford Investment Management Services currently manages over $500 million in assets for its clients, with a team of 10 dedicated advisors. With 15 years in the business, the company has established a strong reputation for delivering expert financial advice and helping clients achieve their financial goals.
Financial Services Offered
– Investment Management
– Wealth Management
– Retirement Planning
– Tax Planning
– Estate Planning
– Education Planning
Bickford Investment Management Services offers a comprehensive range of financial services to meet the diverse needs of its clients. From investment management and wealth management to retirement planning and tax planning, the company is equipped to handle all aspects of a client’s financial portfolio. With expertise in estate planning and education planning, Bickford Investment Management Services can guide clients towards a secure financial future.
Client Types
– Individuals
– Families
– Businesses
Bickford Investment Management Services caters to a variety of clients, including individuals, families, and businesses. The company is committed to building long-term relationships with its clients and providing personalized financial advice that meets their unique needs and goals.
Fees & Compensation
Bickford Investment Management Services charges fees based on a percentage of assets under management. This fee structure ensures that the company’s interests are aligned with those of its clients, as the more the client’s assets grow, the higher the fee earned by the company.
Background
Bickford Investment Management Services was founded in 2006 by John Bickford, a seasoned financial advisor with over 20 years of experience in the industry. With a team of dedicated and experienced advisors, the company has become a trusted partner for clients seeking expert financial advice.
Financial Advisor Disclosures to Know
– Bickford Investment Management Services is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC).
– The company has no disclosures or legal actions against it.
As a Registered Investment Advisor, Bickford Investment Management Services is actively regulated by the SEC and is legally obligated to act in the best interests of its clients. The company has a clean track record with no disclosures or legal actions against it, adding to its reputation as a trustworthy and reliable financial advisor.