BOLT WEALTH MANAGEMENT LLC is a leading financial firm that has been providing expert wealth management services for clients since 2005. With a team of experienced and knowledgeable advisors, BOLT WEALTH MANAGEMENT LLC has established a strong reputation in the financial industry. Their mission is to help clients achieve their financial goals and secure their financial future.
Facts and Insights
BOLT WEALTH MANAGEMENT LLC has assets under management worth $500 million and has a team of 10 highly qualified advisors who are dedicated to providing personalized financial advice to their clients. The firm specializes in providing comprehensive wealth management services, including investment management, retirement planning, estate planning, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
|Assets Under Management|Number of Advisors|Time in Business |
|———————-|——————|———————-|
|$500 million |10 |Since 2005 |
How does the advisor help clients – Key Takeaways:
– Provides personalized financial advice based on individual financial goals and needs.
– Offers comprehensive wealth management services to help clients achieve financial success.
– Has a team of experienced and knowledgeable advisors who provide expert financial guidance.
– Has a strong track record of helping clients secure their financial future.
Financial Services Offered:
– Investment Management
– Retirement Planning
– Estate Planning
– Tax Planning
– Risk Management
– Education Planning
– Charitable Giving
Client Types:
BOLT WEALTH MANAGEMENT LLC caters to a wide range of clients, including individuals, families, and business owners. They also work with high-net-worth individuals and corporate clients.
Fees & Compensation:
BOLT WEALTH MANAGEMENT LLC operates on a fee-only basis, which means they only charge clients for the services they provide. This fee structure ensures that the advisors’ interests are aligned with the clients’ interests, and there is no conflict of interest. The firm’s fees are based on a percentage of the assets under management and are outlined in a client’s personalized financial plan.
Background:
BOLT WEALTH MANAGEMENT LLC was founded in 2005 by John Bolt, a seasoned financial expert with over 25 years of experience in the industry. Under his leadership, the firm has grown to become a trusted name in the financial industry, known for its exceptional client service and sound financial advice.
Financial Advisor Disclosures to Know:
As a financial advisor, it is important to be transparent about any potential conflicts of interest or disciplinary actions. BOLT WEALTH MANAGEMENT LLC believes in transparency and provides full disclosure to its clients about any disclosures or disciplinary actions that may exist. Clients can access this information through the firm’s Form ADV, which is available upon request.
With a strong track record of helping clients achieve their financial goals and a team of experienced advisors, BOLT WEALTH MANAGEMENT LLC is committed to providing top-notch wealth management services for its clients. Whether an individual, family, or business owner, BOLT WEALTH MANAGEMENT LLC is dedicated to helping clients secure their financial future.