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How does the advisor help clients – Key Takeaways:
Facts and Insights
BOGGS INVESTING, LLC is a highly experienced financial firm that strives to provide expert financial services to individuals and businesses. With a team of knowledgeable advisors and a commitment to personalized care, BOGGS INVESTING, LLC has become a trusted source for financial advice and management.
BOGGS INVESTING, LLC was founded in 2005 and has since grown to oversee an impressive portfolio of assets. The firm currently has $500 million in assets under management and employs 10 advisors. With over 15 years of experience, BOGGS INVESTING, LLC has proven their dedication to helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
BOGGS INVESTING, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment planning and management
- Wealth management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
- Insurance planning and analysis
Client Types
BOGGS INVESTING, LLC caters to a variety of clients, including:
- Individuals
- Families
- Small businesses
- Organizations
Fees & Compensation
BOGGS INVESTING, LLC believes in transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as their fee. This ensures that the firm is aligned with their clients’ goals and incentives to continually grow their clients’ portfolios.
Background
BOGGS INVESTING, LLC was founded by John Boggs, a highly experienced financial advisor with over 20 years of experience in the industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He is also a certified financial planner (CFP) and a member of the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
BOGGS INVESTING, LLC operates with the utmost integrity and professionalism. The firm abides by all industry regulations and discloses any potential conflicts of interest to their clients. Additionally, the advisors at BOGGS INVESTING, LLC are held to a strict fiduciary standard, meaning they are legally obligated to act in the best interest of their clients.