How does the advisor help clients – Key Takeaways:
BLACKTHORN INVESTMENT GROUP, LLC offers a range of financial services to assist clients in achieving their financial goals. These services are tailored to each client’s individual needs and are based on a thorough understanding of their financial situation and objectives.
By utilizing their expertise and experience, the advisors at BLACKTHORN INVESTMENT GROUP, LLC are able to provide clients with personalized financial advice and guidance. They also offer ongoing support and regularly review and adjust strategies as needed to ensure clients stay on track towards their goals.
Facts and Insights
BLACKTHORN INVESTMENT GROUP, LLC has been in business for over 10 years and has a team of experienced advisors who are dedicated to helping clients achieve financial success. They stay abreast of the constantly changing financial landscape and utilize cutting-edge strategies to maximize returns for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management (AUM) | $500 million |
|---|---|
| Number of advisors | 10 |
| Time in business | Over 10 years |
Financial Services Offered
BLACKTHORN INVESTMENT GROUP, LLC provides a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Wealth planning and management
- Tax planning and management
- Estate planning
- Retirement planning
- Insurance planning
- College planning
Client Types
BLACKTHORN INVESTMENT GROUP, LLC serves a diverse range of clients including individuals, families, and businesses. Their services are tailored to each client’s unique needs and goals.
Fees & Compensation
BLACKTHORN INVESTMENT GROUP, LLC charges a fee based on a percentage of assets under management for their services. This fee structure ensures that their interests are always aligned with their clients’ interests. Clients also have the option to pay a fixed fee for certain services.
Background
BLACKTHORN INVESTMENT GROUP, LLC was founded in 2005 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He and his team are dedicated to providing top-notch financial advice and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLACKTHORN INVESTMENT GROUP, LLC is held to a fiduciary standard, meaning they are legally obligated to always act in the best interests of their clients. They have a clean disciplinary record and always disclose any potential conflicts of interest to their clients.