How does the advisor help clients – Key Takeaways:
Biggin, Inc. is a leading financial advisory firm that provides expert financial guidance to clients looking to achieve their financial goals. With a team of highly experienced and knowledgeable financial advisors, Biggin, Inc. has built a reputation for delivering top-notch financial services to individuals and businesses alike.
Facts and Insights
Biggin, Inc. has been in business for over 20 years, and in that time, they have helped countless clients achieve their financial objectives. The firm manages a significant amount of assets under management, and has a team of dedicated advisors working to provide personalized financial solutions for each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | 20+ years |
Financial Services Offered
Biggin, Inc. offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. Their team of experts works closely with clients to create individualized financial strategies that align with their goals and risk tolerance.
Client Types
Biggin, Inc. caters to a variety of clients, including high-net-worth individuals, families, and businesses. The firm recognizes the unique needs of each client and tailors their services accordingly. This approach has helped Biggin, Inc. establish long-lasting relationships with their clients and provide them with the utmost satisfaction.
Fees & Compensation
Biggin, Inc. operates on a fee-based compensation model, meaning they charge a percentage of the assets they manage for their clients. This structure aligns the interests of the firm with those of their clients and ensures that they are always working towards their clients’ best interests.
Background
Biggin, Inc. was founded by John Biggin, who has over 30 years of experience in the financial services industry. He started the firm with the goal of providing expert financial advice to clients and helping them navigate the complexities of the financial world. Today, Biggin, Inc. has grown to become one of the most reputable financial advisory firms in the country, with a team of experienced advisors dedicated to serving their clients.
Financial Advisor Disclosures to Know
As a financial expert, Biggin, Inc. understands the importance of transparency with their clients. They have a strict disclosure policy and ensure that all potential conflicts of interest are disclosed to clients before any services are provided. Additionally, all advisors at Biggin, Inc. are required to follow the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.