BORTHWICK ASSOCIATES, INC.
How does the advisor help clients – Key Takeaways:
BORTHWICK ASSOCIATES, INC. is a leading financial consulting firm that specializes in providing expert financial advice to individuals, families, and businesses. With over 20 years of experience in the industry, the team at BORTHWICK ASSOCIATES, INC. has helped countless clients achieve their financial goals and secure their financial futures.
The following are some key takeaways on how BORTHWICK ASSOCIATES, INC. helps its clients:
- Provides expert financial advice tailored to each client’s unique financial situation
- Offers a wide range of financial services to help clients maximize their wealth
- Works closely with clients to develop customized financial plans
- Provides ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights
BORTHWICK ASSOCIATES, INC. was founded in 1998 by CEO John Borthwick with a mission to empower individuals and businesses to make smart financial decisions. Since then, the firm has grown to become one of the most reputable and trusted financial advisors in the industry.
Here are some interesting facts and insights about BORTHWICK ASSOCIATES, INC.:
- Over $1 billion in assets under management
- 30+ experienced financial advisors on staff
- Ranked as one of the top financial advisors in the country by Barron’s and Financial Times
- Recipient of multiple awards and accolades for exceptional client service and results
- Extensive network of industry professionals and resources to support clients’ financial needs
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 30+ | 20+ years |
Financial Services Offered
BORTHWICK ASSOCIATES, INC. offers a wide range of financial services to help clients achieve their financial goals. Some of the services they provide include:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
BORTHWICK ASSOCIATES, INC. works with a diverse group of clients, including:
- High-net-worth individuals and families
- Business owners and entrepreneurs
- Retirees and pre-retirees
- Nonprofit organizations
- Corporate executives
Fees & Compensation
BORTHWICK ASSOCIATES, INC. is a fee-only financial advisor, meaning they do not charge commissions on any products or services. Instead, they are compensated through a percentage of assets under management or a flat fee based on the level of service provided. This fee structure ensures that the advisors at BORTHWICK ASSOCIATES, INC. are always acting in the best interest of their clients.
Background
BORTHWICK ASSOCIATES, INC. was founded by John Borthwick, a highly experienced financial advisor with a passion for helping his clients achieve financial success. Under John’s leadership, the firm has grown to become one of the most trusted and respected financial consulting firms in the industry.
Financial Advisor Disclosures to Know
As a financial advisor, BORTHWICK ASSOCIATES, INC. operates with the utmost integrity and transparency. However, there are some important disclosures to keep in mind when working with any financial advisor, including:
- Fiduciary duty to act in the best interest of the client
- Potential conflicts