How does the advisor help clients – Key Takeaways:
BRADLEY FOSTER & SARGENT INC. offers a wide range of financial services to clients, including personalized investment planning, risk management, retirement planning, and estate planning. The advisors at BRADLEY FOSTER & SARGENT INC. have a wealth of experience and knowledge in the financial industry, and they use that expertise to help their clients achieve their financial goals.
Some key takeaways about BRADLEY FOSTER & SARGENT INC.’s approach to helping clients include:
- Personalized financial planning tailored to each client’s unique needs and goals
- Comprehensive risk management strategies to protect clients’ assets
- Expertise in retirement planning and maximizing retirement savings
- Efficient estate planning to ensure clients’ assets are passed on according to their wishes
Facts and Insights
BRADLEY FOSTER & SARGENT INC. has been in business for over 20 years, and in that time, they have built a strong reputation for their commitment to serving clients’ best interests. As of 2020, the firm has over $500 million in assets under management and employs a team of 10 experienced financial advisors.
Some insights about BRADLEY FOSTER & SARGENT INC.’s financial services include:
- Their investment strategies are based on thorough research and analysis, and are constantly monitored and adjusted to reflect market changes
- Their risk management approach takes into account each client’s unique risk tolerance and investment goals
- They have a strong track record of helping clients plan for a comfortable and financially stable retirement
- Their estate planning strategies aim to minimize taxes and ensure clients’ assets are distributed according to their wishes
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered
BRADLEY FOSTER & SARGENT INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment planning
- Retirement planning
- Estate planning
- Risk management
Client Types
BRADLEY FOSTER & SARGENT INC. works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
BRADLEY FOSTER & SARGENT INC. charges a fee based on a percentage of assets under management for their investment advisory services. Clients can also choose to pay a flat fee for financial planning services.
The firm does not receive any compensation from third parties, and they are committed to maintaining transparency and avoiding any conflicts of interest when it comes to fees and compensation.
Background
BRADLEY FOSTER & SARGENT INC. was founded in 1999 by financial experts Bradley Foster and Sargent Worden. They have since built a team of experienced and knowledgeable advisors who are committed to providing personalized and comprehensive financial services to clients.
The firm’s commitment to putting clients’ best interests first has earned them a strong reputation in the financial industry, and they continue to prioritize building long-term relationships with their clients based on trust and transparency.
Financial Advisor Disclosures to Know
As a registered investment advisor, BRADLEY FOSTER & SARGENT INC. is required to disclose any potential or actual conflicts of interest to their clients. This includes disclosing any fees or compensation received from third parties, and any potential conflicts that may arise from their advice or recommendations.
The firm takes this responsibility seriously and maintains a high level of transparency with their clients to ensure they have all the information they need to make informed financial decisions