How does the advisor help clients – Key Takeaways:
BINKLEY WEALTH MANAGEMENT GROUP LLC is a leading financial advisory firm that provides expert guidance and services to a diverse range of clients. With a team of experienced and knowledgeable professionals, the firm is committed to delivering personalized solutions and helping clients achieve their financial goals.
Facts and Insights
BINKLEY WEALTH MANAGEMENT GROUP LLC was founded in 2001 and has been in the business for over 20 years. The firm is registered with the Securities and Exchange Commission (SEC) and currently has assets under management (AUM) of $1.2 billion. The company has a team of 10 advisors who are dedicated to providing exceptional financial advice and services to their clients.
The firm’s approach is centered on building strong and lasting relationships with clients, and they strive to understand their unique needs and objectives. This enables them to create tailored solutions and recommendations that are in line with their clients’ goals and values.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 10 | Over 20 years |
Financial Services Offered
BINKLEY WEALTH MANAGEMENT GROUP LLC offers a comprehensive range of financial services to address the diverse needs of their clients. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Wealth preservation
- Tax planning
- Estate planning
- Insurance planning
Client Types
BINKLEY WEALTH MANAGEMENT GROUP LLC serves a wide range of clients, including individuals, families, small business owners, and institutions. Their expertise and experience allow them to cater to the unique needs and goals of each type of client.
Fees & Compensation
The firm’s fees and compensation structure are based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ and motivates them to help their clients’ assets grow. The specific fees and charges vary depending on the services provided, and clients are always informed and provided with a clear breakdown of all fees and expenses.
Background
BINKLEY WEALTH MANAGEMENT GROUP LLC was founded by John Binkley, a highly respected financial advisor with over 30 years of industry experience. Mr. Binkley holds a degree in Finance and Economics from a notable university and several professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He is known for his expertise in investment management and comprehensive financial planning.
Financial Advisor Disclosures to Know
BINKLEY WEALTH MANAGEMENT GROUP LLC values transparency and always acts in the best interest of their clients. As such, they have a clean record with regulatory bodies and have no disclosures or legal or disciplinary actions on record.
In conclusion, BINKLEY WEALTH MANAGEMENT GROUP LLC has a solid reputation as a trusted financial advisor and continues to provide exceptional services to their clients. With their experience, personalized approach, and comprehensive services, they are well-equipped to help clients achieve financial success and security.