How does the advisor help clients – Key Takeaways:
BOWLINE FINANCIAL, LLC is a professional financial advisor that assists clients in achieving their financial goals and managing their assets. The advisor provides a wide range of financial services tailored to meet each client’s unique needs, and offers transparent and competitive fees for their services. By utilizing their expertise and experience in the financial industry, BOWLINE FINANCIAL, LLC helps clients make informed decisions and stay on track towards financial success.
Facts and Insights
BOWLINE FINANCIAL, LLC is a reputable financial advisory firm that has been in business for over 10 years. The company currently manages over $100 million in assets and has a team of 5 experienced and certified financial advisors. BOWLINE FINANCIAL, LLC prides itself on its strong track record of providing sound financial advice and delivering positive results for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered
BOWLINE FINANCIAL, LLC offers a variety of financial services to help clients reach their financial goals. These services include investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. The advisor takes a comprehensive approach to financial management and works closely with clients to create customized plans that align with their financial goals and priorities.
Client Types
BOWLINE FINANCIAL, LLC caters to a diverse range of clients including individuals, families, and small business owners. The advisor understands that each client has unique financial needs and tailors their services to meet these specific needs. They also have experience working with clients of different age groups and income levels, providing them with valuable insights and strategies for financial success.
Fees & Compensation
BOWLINE FINANCIAL, LLC believes in full transparency when it comes to fees and compensation. The advisor charges a percentage of assets under management as their fee, which is industry standard. They also offer flat fees for certain financial planning services. The company does not receive any commissions or compensation from recommending specific products, ensuring that their recommendations are always in the best interest of the client.
Background
BOWLINE FINANCIAL, LLC was founded by a team of seasoned financial professionals with decades of combined experience in the industry. The founders have advanced degrees in finance and hold various prestigious certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are committed to providing clients with high-quality financial advice and helping them achieve their long-term financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOWLINE FINANCIAL, LLC is held to fiduciary standards and is legally obligated to act in the best interest of their clients. They have no disclosures or disciplinary actions on their record, ensuring that clients can trust the advisor’s advice and recommendations.