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How does the advisor help clients – Key Takeaways:
- BLOOM ADVISORS is an experienced financial advisory firm that offers a wide range of services to help clients improve their financial well-being.
- Their team of experts takes a holistic approach to financial planning, considering all aspects of a client’s financial life.
- They strive to educate and empower clients to make informed decisions about their finances.
- BLOOM ADVISORS prioritizes the unique needs and goals of each client and creates customized financial plans to meet their individual objectives.
- Their client-centered approach and commitment to transparency have earned them a strong reputation in the industry.
Facts and Insights:
BLOOM ADVISORS is a trusted financial advisory firm that has been in business for over 20 years. They are dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services.
Assets Under Management, Number of Advisors and Time in Business:
| Category | Amount/Number |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 20+ years |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Debt management
Client Types:
- Individuals
- Families
- High net worth individuals
- Business owners
- Non-profit organizations
Fees & Compensation:
BLOOM ADVISORS operates on a fee-only basis, meaning they only charge fees for their services and do not earn commissions on any product sales. This aligns their incentives with their clients’ best interests and ensures unbiased financial advice. They work on a fee schedule based on a client’s assets under management, with rates decreasing for larger portfolios.
Background:
Founded in 2000, BLOOM ADVISORS has grown to become one of the top financial advisory firms in the country. Their team of experienced and highly qualified advisors has a wealth of knowledge and expertise in various areas of finance, making them well-equipped to handle even the most complex financial situations. They are committed to staying up-to-date with industry trends and changes to provide their clients with the best possible advice.
Financial Advisor Disclosures to Know:
BLOOM ADVISORS operates under the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. They do not have any disclosures or conflicts of interest to report.