How does the advisor help clients – Key Takeaways:
BOZEMAN, L.L.C. is a trusted financial firm that offers expert and professional financial advice to a wide range of clients. They have a wealth of knowledge and experience in various financial services, and they are committed to helping their clients achieve their financial goals.
Their team of expert advisors provides personalized and comprehensive financial planning to individuals, families, and businesses. They believe in building long-term relationships with their clients and working together to create customized financial plans that fit their unique needs and goals.
Facts and Insights:
BOZEMAN, L.L.C. was founded in 2005 and has been in business for over 15 years. They have a team of 10 advisors who combined have over 100 years of experience in the financial industry. They currently manage over $1 billion in assets under management, making them a reputable and established 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 | 10 | Over 15 years |
Financial Services Offered:
BOZEMAN, L.L.C. offers a wide range of financial services to help their clients achieve their financial goals. These services include investment management, retirement planning, wealth preservation, risk management, and estate planning. Their team of expert advisors works closely with each client to create personalized financial plans and strategies that align with their unique needs and goals.
Client Types:
Their diverse client base includes individuals, families, and businesses from various industries. They work with clients of all income levels and ages, but primarily focus on high-net-worth individuals and families. They also cater to small businesses and corporations, providing them with customized financial solutions to help them achieve long-term financial success.
Fees & Compensation:
BOZEMAN, L.L.C. operates on a fee-only basis, meaning they do not receive any commissions from the products or services they recommend. This allows them to remain unbiased and solely focused on their clients’ best interests. Their fees are based on a percentage of assets under management and vary depending on the complexity of a client’s financial situation.
Background:
BOZEMAN, L.L.C. was founded by John Bozeman, a seasoned financial advisor with over 30 years of experience in the industry. He leads a team of expert advisors who all have extensive knowledge and experience in the financial world. They are dedicated to providing their clients with the highest level of service and expertise, and continuously strive to stay updated on the latest financial trends and strategies.
Financial Advisor Disclosures to Know:
BOZEMAN, L.L.C. discloses all potential conflicts of interest and is transparent in all their financial transactions. They are committed to upholding the highest ethical standards and always act in the best interest of their clients. They are also registered with the Securities and Exchange Commission (SEC) and follow all regulatory guidelines and procedures.