BOERUM HILL FINANCIAL ADVISORS LLC
Located in the heart of the bustling Boerum Hill neighborhood, BOERUM HILL FINANCIAL ADVISORS LLC is a leading financial advisory firm that has been providing expert guidance to clients for over 10 years. The team at BOERUM HILL combines their extensive knowledge of the financial industry with a personalized approach to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- BOERUM HILL FINANCIAL ADVISORS LLC offers a wide range of financial services to cater to the diverse needs of their clients.
- With a team of experienced and knowledgeable advisors, the firm is well-equipped to provide expert guidance and customized solutions to their clients.
- The firm is committed to building long-term relationships with their clients and helping them navigate the ever-changing financial landscape.
Facts and Insights
Here are some notable facts and insights about BOERUM HILL FINANCIAL ADVISORS LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 10 years |
Financial Services Offered
BOERUM HILL FINANCIAL ADVISORS LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of their key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse client base, including individuals, families, and small business owners. They also work with high-net-worth clients and offer specialized services to meet their unique needs.
Fees & Compensation
BOERUM HILL FINANCIAL ADVISORS LLC believes in complete transparency when it comes to fees and compensation. They charge a percentage of assets under management as their advisory fees, which typically ranges from 1% to 2% depending on the size of the portfolio. The firm does not receive any commissions for product sales, ensuring that their recommendations are always in the best interest of their clients.
Background
BOERUM HILL FINANCIAL ADVISORS LLC was founded in 2010 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. John’s vision was to create a firm that prioritizes the client’s needs and provides them with comprehensive and personalized financial advice. Over the years, the firm has expanded to include a team of highly qualified and experienced advisors, making them one of the most trusted financial advisory firms in the region.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOERUM HILL FINANCIAL ADVISORS LLC is bound by fiduciary duty, meaning they are legally obligated to act in the best interests of their clients. They also follow strict compliance standards and regularly review and update their policies to ensure the highest level of professionalism and ethics. As per the SEC guidelines, the firm maintains Form ADV that is available to the public for full disclosure of their services, fees, and any potential conflicts of interest.