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How does the advisor help clients – Key Takeaways:
BLAKE FINANCIAL COUNSEL, LLC is a financial counseling firm that provides expert guidance and advice to individuals and businesses seeking to improve their financial standing. With years of experience in the financial industry, the team at BLAKE FINANCIAL COUNSEL, LLC has the knowledge and skills to assist clients in achieving their financial goals.
Facts and Insights
BLAKE FINANCIAL COUNSEL, LLC has a track record of success in helping clients improve their financial wellness. The firm utilizes its expertise in areas such as budgeting, investing, and debt management to provide clients with personalized financial plans that address their unique needs and goals. Through one-on-one consultations and regular financial check-ins, the advisors at BLAKE FINANCIAL COUNSEL, LLC remain committed to helping clients reach their financial potential.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
BLAKE FINANCIAL COUNSEL, LLC offers a wide range of financial services to assist clients in achieving their financial goals. These services include:
- Investment management
- Retirement planning
- Debt management
- Tax planning
- Estate planning
Client Types
BLAKE FINANCIAL COUNSEL, LLC works with both individuals and businesses, providing personalized financial plans to help each client meet their unique needs and goals. Whether a client is just starting out in their financial journey or is a seasoned investor, the advisors at BLAKE FINANCIAL COUNSEL, LLC have the expertise to assist them.
Fees & Compensation
BLAKE FINANCIAL COUNSEL, LLC operates on a fee-based compensation structure, meaning that clients pay a percentage of their assets under management as a fee for the financial services provided. This ensures that the advisors at BLAKE FINANCIAL COUNSEL, LLC have their clients’ best interests in mind, as their compensation is tied to the success of their clients’ investments.
Background
The team at BLAKE FINANCIAL COUNSEL, LLC is made up of experienced financial professionals who are dedicated to helping clients achieve financial wellness. With years of experience in the industry, the advisors at BLAKE FINANCIAL COUNSEL, LLC have the knowledge and skills to assist clients with a variety of financial needs and goals.
Financial Advisor Disclosures to Know
As a reputable financial counseling firm, BLAKE FINANCIAL COUNSEL, LLC believes in transparency and keeping clients informed. The following are important disclosures that clients should be aware of:
- The firm has no disclosures or regulatory actions.
- BLAKE FINANCIAL COUNSEL, LLC acts as a fiduciary, meaning they are legally obligated to act in the clients’ best interests.
- The advisors at BLAKE FINANCIAL COUNSEL, LLC do not receive any third-party compensation for recommending specific investments to clients.