How does the advisor help clients – Key Takeaways:
Bowditch Advisory Services, LP is a trusted financial expert providing comprehensive and personalized advice to its clients. With years of experience in the industry, the firm has developed a strong reputation for its quality services and commitment to helping clients achieve their financial goals. Here are the key takeaways on how Bowditch Advisory Services, LP can help you:
- Customized financial solutions tailored to your unique needs and goals
- Expert guidance and advice on managing your wealth and investments
- Proactive approach to identify and address potential financial challenges
- Access to a wide range of financial services and products
- Transparency and open communication throughout the advisor-client relationship
Facts and Insights
Founded in 2005, Bowditch Advisory Services, LP is a registered investment advisory firm based in New York City. With a team of highly experienced and qualified financial advisors, the firm prides itself on providing top-notch financial advice to individuals, families, and businesses.
The firm’s success is built on its core values of integrity, excellence, and commitment to client satisfaction. This is evident in its high client retention rate, with many clients remaining with the firm for years and entrusting their financial well-being to Bowditch Advisory Services, LP.
In addition to its advisory services, the firm is also actively involved in philanthropic efforts and supporting various charitable causes.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 16 years |
Financial Services Offered
Bowditch Advisory Services, LP offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning and trust services
- Insurance analysis and risk management
- Education planning
- Charitable giving strategies
Client Types
Bowditch Advisory Services, LP caters to a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Trust beneficiaries
- Foundations and endowments
The firm prides itself on its ability to tailor its services to the specific needs and goals of each client, regardless of their financial background or status.
Fees & Compensation
Bowditch Advisory Services, LP charges a fee based on a percentage of assets under management. This structure aligns the firm’s interests with its clients, as the more the assets grow, the more the firm earns. Fees may vary depending on the services provided to each client.
The firm may also receive compensation from third-party providers for investment products or services recommended to clients. However, all fees and compensation are fully disclosed and transparent to clients.
Background
The principal and founder of Bowditch Advisory Services, LP is John Bowditch, a highly experienced and credentialed financial advisor. He has been in the industry for over two decades and holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
The firm also has a team of experienced advisors with diverse backgrounds and areas of expertise, ensuring that clients receive well-rounded and specialized advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Bowditch Advisory Services, LP