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How does the advisor help clients – Key Takeaways:
BLUESTONE PRIVATE WEALTH, LLC is a leading financial management firm that focuses on providing expert guidance and financial solutions for its clients. With a team of experienced financial advisors, the firm offers a range of services to help individuals and businesses achieve their financial goals. The following are key takeaways on how the advisors at BLUESTONE PRIVATE WEALTH, LLC assist their clients:
Facts and Insights
BLUESTONE PRIVATE WEALTH, LLC is a registered investment advisor (RIA) that was founded in 2005. The firm has a team of 10 advisors and manages over $500 million in assets for its clients. The advisors at BLUESTONE PRIVATE WEALTH, LLC have an average of 10 years of experience in the financial industry, making them well-equipped to handle various financial challenges and objectives.
As a fee-only firm, BLUESTONE PRIVATE WEALTH, LLC does not receive any commissions or compensation from third parties, ensuring that their clients receive unbiased and objective advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
BLUESTONE PRIVATE WEALTH, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
The advisors at BLUESTONE PRIVATE WEALTH, LLC work with a variety of clients, including individuals, families, and small businesses. They understand that each client has unique financial goals and needs, and they tailor their services accordingly to provide personalized solutions.
Fees & Compensation
BLUESTONE PRIVATE WEALTH, LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from third parties. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. The firm also offers hourly consulting services for specific financial needs.
Background
BLUESTONE PRIVATE WEALTH, LLC was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience. John recognized the need for a client-focused and unbiased financial management firm, and thus, BLUESTONE PRIVATE WEALTH, LLC was born. The firm has since grown to have a dedicated team of advisors who are committed to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLUESTONE PRIVATE WEALTH, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. Additionally, the firm has a clean regulatory record with no disciplinary actions or sanctions.
In conclusion, the advisors at BLUESTONE PRIVATE WEALTH, LLC are dedicated to helping their clients achieve financial success by providing personalized and unbiased financial solutions. With their years of experience and commitment to putting their clients’ needs first, they are a trusted partner for individuals and businesses looking to secure their financial future.