How does the advisor help clients – Key Takeaways:
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. provides comprehensive financial planning and wealth management services to its clients. They aim to help clients achieve their financial goals through personalized investment strategies and sound financial advice. By taking into consideration each client’s unique financial situation and goals, BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. is able to provide tailored solutions that meet the specific needs of their clients.
Facts and Insights
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. has been in business for over 20 years, making it a well-established and experienced firm in the financial industry. They have a team of highly qualified financial advisors who have expertise in various areas such as financial planning, retirement planning, estate planning, and investment management. BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. is known for its commitment to providing personalized and objective financial advice to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
Client Types
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. caters to a diverse group of clients including individuals, families, businesses, and institutions. They understand that each client has unique financial needs and are committed to providing personalized solutions to meet those needs.
Fees & Compensation
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. operates on a fee-only basis, meaning they do not earn commissions from selling financial products. The fees they charge are based on a percentage of the client’s assets under management, ensuring that their interests are aligned with those of their clients.
Background
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. was founded by brothers John and David Blakeslee in 1999. Both brothers have extensive experience in the financial industry and hold multiple certifications including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Their expertise and dedication to their clients have helped BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. become a prominent and trusted name in the financial services industry.
Financial Advisor Disclosures to Know
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. is a registered investment advisor and is required to disclose any potential conflicts of interest they may have. Clients can view these disclosures on the firm’s Form ADV, which can be found on the Securities and Exchange Commission’s website. Additionally, all of BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.’s advisors adhere to the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.