How does the advisor help clients – Key Takeaways:
The Bolt Financial Group, Inc. provides expert financial guidance to its clients by offering a wide range of services and unbiased advice. Their team of experienced advisors helps clients to achieve their financial goals and secure their financial future.
Facts and Insights
Bolt Financial Group, Inc. was founded in 2005 and has over 15 years of experience in the financial industry. With a client-centric approach, the company has grown to manage over $2 billion in assets, providing services to a diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | Since 2005 |
Financial Services Offered
Bolt Financial Group, Inc. offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, insurance services, and more. With a team of experts in each field, they provide comprehensive and personalized financial solutions to meet their clients’ needs.
Client Types
The company serves a diverse range of clients, including individuals, families, small business owners, and corporations. Whether you are just starting to build your wealth, planning for retirement, or looking to manage your business finances, Bolt Financial Group, Inc. has the expertise to help you achieve your financial goals.
Fees & Compensation
Bolt Financial Group, Inc. is a fee-only firm, which means they do not earn commission on any products or services recommended to clients. They are transparent about their fees and will work with clients to create a customized fee structure that aligns with their financial objectives and preferences.
Background
Bolt Financial Group, Inc. is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). This requires them to adhere to a fiduciary standard, meaning they are legally bound to act in their clients’ best interests at all times.
Financial Advisor Disclosures to Know
As a reputable financial advisor, Bolt Financial Group, Inc. has a clean record with no disclosures or disciplinary actions. They prioritize transparency and will always disclose any conflicts of interest or potential risks to their clients before making any recommendations.