BLEAKLEY FINANCIAL GROUP, LLC
Bleakley Financial Group, LLC is a renowned financial advisory firm that has been serving clients for several years. With a team of highly skilled and experienced financial experts, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial plans tailored to each client’s unique needs and goals
- Offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning
- Utilizes a research-driven approach to identify the best investment strategies for clients’ portfolios
- Regularly monitors and adjusts client portfolios to ensure they align with their financial goals and risk tolerance
- Provides ongoing support and guidance to clients to help them make informed financial decisions
Facts and Insights
BLEAKLEY FINANCIAL GROUP, LLC was founded in 2004 in Fairfield, New Jersey. Since then, they have steadily established themselves as a leading financial advisory firm with a strong reputation for providing exceptional services. They currently have over $3 billion in assets under management and a team of 24 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 24 | Founded in 2004 |
Financial Services Offered
BLEAKLEY FINANCIAL GROUP, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer planning
- Business succession planning
Client Types
The financial advisors at BLEAKLEY FINANCIAL GROUP, LLC work with a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Executives
- High net-worth individuals
- Retirees
Fees & Compensation
BLEAKLEY FINANCIAL GROUP, LLC operates on a fee-only compensation structure, which means their advisors do not earn commissions or sell any products. This fee-only structure ensures that their advisors act as fiduciaries, always putting their clients’ best interests first.
The firm charges a percentage of assets under management as their fee, which is determined based on the complexity of the client’s financial situation and the services they require. They are transparent about their fees and clearly communicate them to clients before any services are rendered.
Background
The founder and managing partner of BLEAKLEY FINANCIAL GROUP, LLC is Robert J. Bleakley. He is a Certified Financial Planner (CFP®) and holds a Chartered Financial Consultant (ChFC®) designation. He has over 30 years of experience in the financial industry and is a highly respected and knowledgeable advisor.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLEAKLEY FINANCIAL GROUP, LLC is legally required to disclose any conflicts of interest or disciplinary history. They have a clean record with no reported disciplinary actions, and their advisors are held to the highest ethical standards.
In conclusion, BLEAKLEY FINANCIAL GROUP, LLC is a reputable and reliable financial advisory firm that strives to provide top-notch services to their clients. With a focus on personalized planning and a team of experienced advisors, they are well-equipped to help clients achieve their financial goals with confidence and peace of mind.