About BLACKMORE FINANCIAL SOLUTIONS
BLACKMORE FINANCIAL SOLUTIONS is a leading financial firm that specializes in providing expert financial advice and solutions to its clients. With a team of experienced and knowledgeable advisors, the firm aims to assist individuals and businesses in reaching their financial goals and securing their financial future.
How does the advisor help clients – Key Takeaways:
Here are the key ways in which BLACKMORE FINANCIAL SOLUTIONS helps its clients:
- Provides expert financial advice and solutions
- Assists in reaching financial goals and securing financial future
- Offers a wide range of financial services
- Serves various types of clients
- Discloses all important information and fees
Facts and Insights
Here are some facts and insights about BLACKMORE FINANCIAL SOLUTIONS:
- Founded in 2005
- Manages over $500 million in assets
- Has a team of 10 experienced financial advisors
- Serves clients in various industries and sectors
- Has a strong track record of success
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
BLACKMORE FINANCIAL SOLUTIONS offers a wide range of financial services to meet the diverse needs of its clients. Some of the services it provides include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Business Planning
Client Types
The team at BLACKMORE FINANCIAL SOLUTIONS has the expertise to serve various types of clients, including:
- Individuals
- Families
- Small Businesses
- Corporate Clients
Fees & Compensation
BLACKMORE FINANCIAL SOLUTIONS is committed to transparency and discloses all fees and compensation arrangements to its clients upfront. The firm charges a percentage of assets under management as its advisory fee. This fee structure ensures that the advisors are aligned with the best interests of their clients.
Background
BLACKMORE FINANCIAL SOLUTIONS was founded in 2005 by John Blackmore, a seasoned financial advisor with over 25 years of experience. Since its inception, the firm has helped numerous individuals and businesses achieve their financial goals and secure their financial future. The team at BLACKMORE FINANCIAL SOLUTIONS is dedicated to providing personalized and tailored solutions to each client, based on their unique needs and goals.
Financial Advisor Disclosures to Know
Clients should be aware of the following disclosures when working with BLACKMORE FINANCIAL SOLUTIONS:
- The firm has a potential conflict of interest if they receive compensation from third-party providers
- The firm may hold positions in the recommended investments
- The firm may recommend securities that have a higher overall cost of ownership
- The firm may receive payment for referring clients to other service providers