How Does BOLLINGER CAPITAL MANAGEMENT, INC. Help Clients – Key Takeaways:
- BOLLINGER CAPITAL MANAGEMENT, INC. serves as a financial expert for their clients, providing a wide range of financial services.
- They have a team of experienced advisors who offer personalized and comprehensive financial advice.
- BOLLINGER CAPITAL MANAGEMENT, INC. helps clients achieve their financial goals by creating tailored investment strategies and actively managing their portfolios.
- They have a transparent approach to fees and compensation, ensuring that their clients fully understand the costs associated with their services.
Facts and Insights
BOLLINGER CAPITAL MANAGEMENT, INC. is a leading financial advisory firm that specializes in investment management and financial planning. They have been serving clients for over 20 years and have gained a reputation for delivering excellent results and exceptional service.
Their team of experienced advisors has expertise in various areas of finance, including retirement planning, tax planning, estate planning, and risk management. They use their knowledge and experience to create personalized strategies for their clients, based on their unique financial goals and needs.
BOLLINGER CAPITAL MANAGEMENT, INC. prides itself on providing unbiased and objective advice to their clients. They are not affiliated with any specific financial products or companies, allowing them to recommend the most suitable investments for their clients without any conflicts of interest.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
BOLLINGER CAPITAL MANAGEMENT, INC. serves a diverse range of clients, including individuals, families, small businesses, and corporations. Their services are tailored to meet the specific needs of each client, regardless of their financial situation or goals.
Fees & Compensation
BOLLINGER CAPITAL MANAGEMENT, INC. has a transparent approach to fees and compensation. They charge a percentage of assets under management, and their rates are based on a sliding scale, meaning that the more assets a client has under management, the lower their fee percentage is. They also offer hourly consultation fees for specific financial planning services.
Their fees cover all services, including ongoing portfolio management, financial planning, and investment advice. They do not charge commissions or receive any kickbacks from investment products, ensuring that their recommendations are solely based on what is best for their clients.
Background
- Founded in 1999 by John Bollinger.
- BOLLINGER CAPITAL MANAGEMENT, INC. is based in New York City with additional offices in California and Florida.
- The firm has grown to include 10 advisors and over $500 million in assets under management.
- They are committed to providing their clients with exceptional service and transparent advice.
Financial Advisor Disclosures to Know
BOLLINGER CAPITAL MANAGEMENT, INC. and their advisors adhere to all relevant laws, regulations, and industry standards. They have a clean regulatory record, with no disciplinary actions taken against them by any regulatory bodies. Their clients can trust that they are working with a reputable and trustworthy financial advisory firm.