How does the advisor help clients – Key Takeaways:
BOUR GROUP is a leading financial advisory firm that provides comprehensive services to clients in various industries. With a team of highly experienced and knowledgeable advisors, BOUR GROUP helps clients make sound financial decisions and achieve their financial goals.
Facts and Insights
Founded in 2005, BOUR GROUP has over 15 years of experience in the financial services industry. The firm is proud to have a team of over 100 dedicated advisors who have helped hundreds of clients achieve financial success.
BOUR GROUP has over $1 billion in assets under management, making it a highly reputable and successful firm in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 100+ | 15 years |
Financial Services Offered
BOUR GROUP offers a wide range of financial services to cater to the diverse needs of their clients. These services include financial planning, retirement planning, investment management, estate planning, tax planning, and more. The firm takes a personalized approach with each client, understanding their unique financial situation and creating a customized plan to help them achieve their goals.
Client Types
BOUR GROUP serves a wide range of clients, including high net worth individuals, families, business owners, and corporations. The firm’s team of advisors has expertise in working with clients from various industries and backgrounds, providing tailored solutions to address their individual needs.
Fees & Compensation
BOUR GROUP operates on a fee-based compensation structure, meaning that the firm charges a percentage of the assets under management as their fee. This fee structure aligns the firm’s success with that of its clients, ensuring that the advisors are motivated to help clients grow their wealth.
Background
BOUR GROUP was founded by John BOUR, a highly experienced and renowned financial expert with over 25 years of experience in the industry. Under his leadership, the firm has grown to become one of the leading financial advisory firms in the country, known for its superior client service and results.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), BOUR GROUP is held to a fiduciary standard, which means that the firm has a legal obligation to act in the best interests of its clients. This ensures that clients can trust the advice and recommendations provided by the firm’s advisors, as they are not influenced by commissions or other incentives.