Facts and Insights
BLOOM FINANCIAL, LLC is a financial advising firm that strives to help individuals and families achieve their financial goals. The firm has a team of experienced financial experts who are dedicated to providing high-quality and personalized services to their clients.
How does the advisor help clients – Key Takeaways:
BLOOM FINANCIAL, LLC offers a wide range of financial services to their clients. Their main goal is to help their clients achieve financial success and security. Below are some key takeaways of how the advisor helps their clients:
- They provide personalized financial planning services to help clients reach their long-term financial goals.
- They offer investment management services to help clients build and grow their wealth.
- The firm also offers retirement planning services to help clients prepare for a comfortable and secure retirement.
- BLOOM FINANCIAL, LLC specializes in tax planning, helping clients minimize their tax burden and maximize their savings.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 10+ years |
BLOOM FINANCIAL, LLC manages a significant amount of assets, with a team of 10 or more advisors and has been in business for over 10 years.
Financial Services Offered:
BLOOM FINANCIAL, LLC offers a range of financial services to help their clients achieve their long-term financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
BLOOM FINANCIAL, LLC works with a diverse group of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
Fees & Compensation:
BLOOM FINANCIAL, LLC operates on a fee-only basis, meaning they do not receive any commissions for recommending specific products. Instead, they charge a percentage of assets under management or a flat fee for their services.
Background:
BLOOM FINANCIAL, LLC was founded in 2000 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. The firm has since expanded to include a team of talented and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
BLOOM FINANCIAL, LLC is committed to transparency and disclosing any potential conflicts of interest or risks to their clients. These may include:
- Any potential conflicts of interest with affiliated companies
- Any past disciplinary actions or complaints
- Any potential risks associated with their investment strategies
- Any fees or compensation received from third-party companies