How does the advisor help clients – Key Takeaways:
BOGLE WEALTH MANAGEMENT, LLC is a leading financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides personalized and comprehensive solutions to individuals, families, and businesses.
Facts and Insights
Founded in 2005, BOGLE WEALTH MANAGEMENT, LLC has over 15 years of experience in the financial industry. The firm prides itself on its strong fiduciary approach, putting its clients’ interests first and offering transparent and unbiased advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 10 | Founded in 2005 |
Financial Services Offered
- Financial planning and investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education funding
- Insurance and risk management
- Business planning and consulting
Client Types
BOGLE WEALTH MANAGEMENT, LLC works with a diverse range of clients, including:
- High net worth individuals
- Families and multi-generational households
- Business owners and executives
- Retirees
Fees & Compensation
As a fee-only firm, BOGLE WEALTH MANAGEMENT, LLC charges a percentage of assets under management (AUM) for its services. This structure aligns the firm’s interests with its clients, as the more their clients’ assets grow, the more the firm earns. The firm also offers a flat-fee option for clients with a predetermined scope of services.
Background
The founder and CEO of BOGLE WEALTH MANAGEMENT, LLC, John Bogle, has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). The advisory team also includes several other CFPs, as well as other experienced financial professionals.
Financial Advisor Disclosures to Know
BOGLE WEALTH MANAGEMENT, LLC has a clean disciplinary record with no legal or regulatory events or disclosures. The firm is also registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC).