Bolthouse Investment Management Services
Bolthouse Investment Management Services is a renowned financial advisory firm that has been providing expert financial guidance to clients for over 20 years. With a team of experienced and knowledgeable advisors, they are dedicated to helping individuals, families, and businesses achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
Bolthouse Investment Management Services focuses on creating personalized financial plans for their clients based on their unique needs and objectives. The firm’s advisors work closely with their clients to understand their current financial situation and develop strategies to help them reach their financial goals. They provide a wide range of financial services and cater to different types of clients, making them a one-stop-shop for all their clients’ financial needs.
Facts and Insights:
Here are some interesting facts and insights about Bolthouse Investment Management Services:
- Founded in 1999
- Headquartered in New York City
- Over 20 years of experience in the financial industry
- Specializes in comprehensive financial planning and investment management
- Serves clients across the United States
Assets Under Management, Number of Advisors, and Time in Business:
Bolthouse Investment Management Services manages over $2 billion in assets and has a team of 50 advisors. With over two decades of experience in the financial industry, the firm has proven its expertise in managing clients’ wealth and helping them achieve their financial goals.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion+ | 50 | 20+ years |
Financial Services Offered:
Bolthouse Investment Management Services offers a wide range of financial services to their clients, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Debt management
- And more
Client Types:
The firm caters to a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Retirees
- High-net-worth individuals
- And more
Fees & Compensation:
Bolthouse Investment Management Services charges a fee based on a percentage of the assets they manage for their clients. This incentivizes the firm to help clients grow their wealth as it directly affects their compensation. The fees may vary based on the complexity of the client’s financial situation and the services they require.
Background:
Bolthouse Investment Management Services was founded in 1999 by John Bolthouse, a seasoned financial advisor with over 30 years of experience in the industry. Since then, the firm has grown to become a trusted and reputable name in the financial world, helping countless clients achieve their financial objectives.
Financial Advisor Disclosures to Know:
When working with a financial advisor, it’s essential to understand their background, experience, and any potential disclosures. Bolthouse Investment Management Services is a registered investment advisor and is obligated to disclose any material facts that may affect their clients’ decision-making. These disclosures can be found in the firm’s Form ADV, which is available for public viewing.