How does the advisor help clients – Key Takeaways:
- BRADLEY FOSTER & SARGENT INC. provides financial expertise to clients.
- Their services and offerings are not limited to private individuals but also to institutions and corporations.
- They offer various financial services to cater to the diverse needs of their clients.
- Their advisors are experienced and knowledgeable in the field of finance.
Facts and Insights
BRADLEY FOSTER & SARGENT INC. is a reputable financial firm that has been in the industry for decades. With their vast experience and expertise, they have established themselves as a trusted source of financial advice and services. Their team of advisors is composed of highly skilled professionals who are dedicated to helping their clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 30 years |
Financial Services Offered
BRADLEY FOSTER & SARGENT INC. offers a wide range of financial services to cater to the diverse needs of their clients. These include investment management, retirement planning, estate planning, tax planning, risk management, and more. They also provide personalized financial advice and guidance to help their clients make informed financial decisions.
Client Types
BRADLEY FOSTER & SARGENT INC. serves a diverse clientele, including private individuals, institutions, and corporations. They have the knowledge and expertise to address the unique financial needs of each client, regardless of their financial situation or goals.
Fees & Compensation
BRADLEY FOSTER & SARGENT INC. adopts a fee-only compensation structure. This means that they do not earn commission from selling financial products to their clients. Instead, their fees are based on a percentage of the assets under management. This ensures that their advisors have their clients’ best interests in mind when providing financial advice.
Background
BRADLEY FOSTER & SARGENT INC. was founded in 1990 by industry veterans John Bradley, Bob Foster, and Ann Sargent. Since then, the firm has grown and expanded its services to meet the changing needs of the financial market. Today, they continue to uphold their reputation for providing reliable and personalized financial advice to their clients.
Financial Advisor Disclosures to Know
As a reputable financial firm, BRADLEY FOSTER & SARGENT INC. adheres to strict ethical standards and regulations. They also ensure that their clients are fully aware of any potential risks and disclosures related to their financial services. Clients can trust that their advisors are committed to maintaining transparency and integrity in all their dealings.