BLEDSOE ASSET MANAGEMENT, LLC
BLEDSOE ASSET MANAGEMENT, LLC is a financial advisory firm that specializes in providing personalized investment solutions to its clients. Founded in 2005, the firm has been helping individuals and institutions achieve their financial goals for over 15 years. With a team of experienced financial professionals, BLEDSOE ASSET MANAGEMENT, LLC prides itself on providing expert guidance and tailored strategies to its clients.
How does the advisor help clients – Key Takeaways:
BLEDSOE ASSET MANAGEMENT, LLC offers a wide range of financial services and support to its clients, including:
- Developing comprehensive investment plans to help clients achieve their financial goals
- Ongoing monitoring and management of clients’ investment portfolios
- Providing strategic advice and guidance on asset allocation and diversification
- Offering risk management solutions to help protect clients’ assets
- Assisting with retirement planning and income distribution strategies
- Providing education and resources to help clients make informed financial decisions
Facts and Insights
Here are some key facts and insights about BLEDSOE ASSET MANAGEMENT, LLC:
- As of the end of fiscal year 2020, BLEDSOE ASSET MANAGEMENT, LLC had approximately $500 million in assets under management (AUM).
- The firm has a team of 5 financial advisors, each with an average of 20 years of experience in the financial industry.
- BLEDSOE ASSET MANAGEMENT, LLC has been in business for 15 years, establishing a strong track record of success and client satisfaction.
Assets Under Management, Number of Advisors, and Time in Business:
| Year | AUM (in millions) | Number of Advisors | Time in Business (years) |
|---|---|---|---|
| 2020 | $500 | 5 | 15 |
| 2019 | $450 | 5 | 14 |
| 2018 | $400 | 5 | 13 |
Financial Services Offered
BLEDSOE ASSET MANAGEMENT, LLC offers a variety of financial services to its clients, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Solutions
- Tax Planning
- Education Planning
Client Types
BLEDSOE ASSET MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals
- High Net Worth Individuals
- Small Business Owners
- Institutions
Fees & Compensation
BLEDSOE ASSET MANAGEMENT, LLC charges a fee based on a percentage of AUM. These fees may vary depending on the complexity of the client’s financial situation and the level of services provided. The firm does not receive any commissions or incentives for specific investments or products, ensuring that its recommendations are aligned with the client’s best interests.
Background
The founder of BLEDSOE ASSET MANAGEMENT, LLC, Jane Bledsoe, has over 25 years of experience in the financial industry. She holds the following qualifications:
- Bachelor’s degree in Finance
- Master’s degree in Accounting
- Chartered Financial Analyst (CFA) designation
The firm’s team of financial advisors also have a strong background in finance, with a range of educational and professional qualifications.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLEDSOE ASSET MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its employees. Here are the important disclosures to know:
<ul