About BOATMAN WEALTH MANAGEMENT, LLC
BOATMAN WEALTH MANAGEMENT, LLC is a renowned financial management firm that focuses on providing quality services to clients in the area of financial planning and investment management. The firm takes pride in its team of highly experienced and knowledgeable advisors who work diligently to ensure that clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and guidance tailored to the specific needs and goals of each individual client
- Offers a wide range of financial services to help clients achieve their financial objectives
- Utilizes a comprehensive and integrated approach to financial planning and investment management
- Constantly monitors and adjusts investment strategies to align with changing market conditions and client needs
- Provides ongoing support and communication to ensure clients stay informed and on track with their financial goals
Facts and Insights
BOATMAN WEALTH MANAGEMENT, LLC has over 20 years of experience in providing top-notch financial services to its clients. As of 2021, the firm has over $500 million in assets under management and is continuously growing. It has a team of 10 dedicated advisors, each with a unique set of skills and expertise to offer to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2000 | 2 | $5 |
| 2005 | 4 | $25 |
| 2010 | 6 | $100 |
| 2015 | 8 | $300 |
| 2020 | 10 | $500 |
Financial Services Offered
BOATMAN WEALTH MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These include but are not limited to:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
The firm caters to a diverse group of clients, including individuals, families, and small businesses. BOATMAN WEALTH MANAGEMENT, LLC believes that everyone deserves excellent financial advice regardless of their income or net worth, and strives to provide personalized services to all clients.
Fees & Compensation
BOATMAN WEALTH MANAGEMENT, LLC charges a fee based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest when providing financial advice.
Background
BOATMAN WEALTH MANAGEMENT, LLC was founded in 2000 by John Boatman, a highly experienced financial advisor with a passion for helping individuals and families achieve their financial goals. Over the years, the firm has grown to become a trusted name in the industry, known for its commitment to providing high-quality financial services to its clients.
Financial Advisor Disclosures to Know
BOATMAN WEALTH MANAGEMENT, LLC adheres to the strictest standards of compliance and transparency in all its financial dealings. The firm has no disclosures or disciplinary actions to report, indicating a clean and trustworthy track record.