About BLACKWOOD INVESTMENT GROUP, LLC
BLACKWOOD INVESTMENT GROUP, LLC is a financial advisory firm that provides important services to its clients. With a team of experienced advisors, the firm works towards helping clients achieve their financial goals and secure their financial future. The firm is known for its extensive knowledge and expertise in the financial industry and its ability to provide personalized solutions to meet its clients’ needs.
How does the advisor help clients – Key Takeaways:
- The advisors at BLACKWOOD INVESTMENT GROUP, LLC work closely with clients to understand their financial needs and goals.
- The firm provides comprehensive financial planning and investment management services to help clients make informed decisions about their finances.
- The team at BLACKWOOD INVESTMENT GROUP, LLC is dedicated to providing personalized solutions for each client, keeping their best interests in mind.
Facts and Insights
To get a better understanding of the firm, here are some key facts and insights:
- Assets Under Management: As of 2021, BLACKWOOD Investment GROUP, LLC has approximately $500 million in assets under management.
- Number of Advisors: The firm has a team of 10 experienced and knowledgeable advisors to serve its clients.
- Time in Business: BLACKWOOD INVESTMENT GROUP, LLC has been in business for over 15 years, providing reliable and effective financial services.
Financial Services Offered
BLACKWOOD INVESTMENT GROUP, LLC provides a wide range of financial services to help clients reach their financial goals. Some of the services offered by the firm include:
- Comprehensive financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning and management
Client Types
BLACKWOOD INVESTMENT GROUP, LLC caters to a diverse range of clients, including individuals, families, and small businesses. The firm understands that each client has unique financial needs and works towards providing tailored solutions to help them achieve their financial goals.
Fees & Compensation
The firm offers transparent and competitive fee structures for its services. Clients can choose from different fee arrangements, including hourly fees, fixed fees, and percentage-based fees, depending on their preferences and needs. The firm also follows a fiduciary standard, which means that the advisors are legally obligated to act in their clients’ best interests at all times.
Background
The founder and CEO of BLACKWOOD INVESTMENT GROUP, LLC is a highly experienced and qualified financial advisor with over 20 years of experience in the industry. With a team of dedicated and skilled advisors, the firm has built a reputation for providing reliable and effective financial solutions to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLACKWOOD INVESTMENT GROUP, LLC is required to make certain financial disclosures. Some of the important disclosures to know include:
- The firm has no legal or disciplinary actions against it or its advisors in the past 10 years.
- The firm has no criminal or civil charges filed against it or its advisors in the past 10 years.
- The firm has no customer complaints or arbitration proceedings in the past 10 years.