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How does BOGGESS ASSET MANAGEMENT help clients? – Key Takeaways:
BOGGESS ASSET MANAGEMENT is a leading financial advisory firm that helps individuals, families, and businesses achieve their financial goals. With a team of experienced financial experts, they offer a range of services to assist clients in managing their wealth and investments. Some key ways that this advisor helps clients include:
- Customized Financial Planning: BOGGESS ASSET MANAGEMENT takes the time to understand each client’s unique financial situation and goals, and creates a personalized plan to help them achieve their objectives.
- Investment Management: Through careful research and analysis, the advisors at BOGGESS ASSET MANAGEMENT provide customized investment solutions that align with their clients’ risk tolerances and goals.
- Estate Planning: The firm helps clients create a comprehensive estate plan that ensures their assets are distributed according to their wishes, minimizes tax liabilities, and provides for their loved ones.
Facts and Insights
BOGGESS ASSET MANAGEMENT prides itself on its transparency and commitment to providing quality financial services. Here are some key facts and insights about the firm:
- Assets Under Management: As of 2021, BOGGESS ASSET MANAGEMENT manages over $500 million in assets for its clients.
- Number of Advisors: The firm has a team of 10 experienced advisors who have a combined experience of over 100 years in the financial industry.
- Time in Business: BOGGESS ASSET MANAGEMENT was founded in 2005, making it a well-established firm with a proven track record of success.
Financial Services Offered
BOGGESS ASSET MANAGEMENT offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial Planning
- Investment Management
- Estate Planning
- Retirement Planning
- Insurance Planning
Client Types
BOGGESS ASSET MANAGEMENT caters to a diverse client base, including:
- High Net-Worth Individuals
- Young Professionals
- Small Business Owners
- Retirees
Fees & Compensation
BOGGESS ASSET MANAGEMENT operates on a fee-only compensation structure, which means they do not receive any commissions from product sales. This ensures that their advice is always in the best interests of their clients. The firm’s fees are based on a percentage of the assets under management or on a flat fee schedule, depending on the services provided.
Background
BOGGESS ASSET MANAGEMENT was founded in 2005 by John Boggess, a seasoned financial advisor with over 25 years of experience. The firm is headquartered in New York City, but they serve clients nationwide. The team at BOGGESS ASSET MANAGEMENT is made up of highly qualified and experienced professionals who are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a financial expert, BOGGESS ASSET MANAGEMENT adheres to a strict code of ethics and is committed to providing full transparency to its clients. Some key disclosures that clients should be aware of include:
- The firm does not have any legal or disciplinary disclosures.
- BOGGESS ASSET MANAGEMENT may recommend products or services from affiliated or third-party companies, but always in the best interests of their clients.
- The firm’s advisors receive compensation from the firm, but never from the sale of financial products or services.
In conclusion, BOGGESS ASSET MANAGEMENT is an established financial advisory firm that offers a wide range of services to help clients achieve their financial goals. Their team of experienced advisors, commitment to transparency, and personalized approach to financial planning make them a trusted partner for clients seeking financial success.