How does the advisor help clients – Key Takeaways:
BOLDEN WEALTH MANAGEMENT is a leading financial services firm that specializes in providing comprehensive wealth management services to clients. The firm’s team of expert financial advisors use their vast knowledge and experience in the field to help clients achieve their financial goals and plan for a secure future.
- Comprehensive wealth management services
- Vast knowledge and experience in the field
Facts and Insights
BOLDEN WEALTH MANAGEMENT has been in business for over 10 years and has steadily grown its assets under management. The firm prides itself on providing personalized and customized services to each client, taking into consideration their unique financial situation and goals. The team at BOLDEN WEALTH MANAGEMENT stays updated on the latest financial trends and utilizes this knowledge to provide sound financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
At BOLDEN WEALTH MANAGEMENT, clients have access to a wide range of financial services aimed at helping them achieve their financial goals. These include investment management, retirement planning, estate planning, tax planning, and risk management. The firm’s team of experts works closely with clients to develop a comprehensive financial plan that aligns with their unique needs and goals.
Client Types
BOLDEN WEALTH MANAGEMENT caters to a diverse group of clients, including high-net-worth individuals, families, and small business owners. The firm’s personalized approach to wealth management allows them to serve each client with the utmost care and attention, regardless of their background or financial status.
Fees & Compensation
BOLDEN WEALTH MANAGEMENT operates on a fee-based structure, meaning that the firm charges a percentage of the client’s total assets under management. This ensures that the advisor’s interests align with the clients’ and motivates the firm to continually strive for the client’s financial success. The specific fees and compensation structure are outlined in the firm’s client agreements.
Background
BOLDEN WEALTH MANAGEMENT was founded by John Bolden, a highly experienced financial advisor with over 20 years of experience in the industry. His expertise and leadership have allowed the firm to grow and establish itself as a trusted and reputable name in the financial services industry. The firm’s team of advisors, led by John Bolden, has a diverse background and expertise, allowing them to cater to a wide range of client needs.
Financial Advisor Disclosures to Know
As a reputable financial services firm, BOLDEN WEALTH MANAGEMENT adheres to all necessary regulations and disclosures. The firm operates under a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This ensures that clients can trust the advice and recommendations provided by the firm’s advisors.