…
How does the advisor help clients – Key Takeaways:
Bristol Asset Management Corp. (BAM) is a respected financial advisory firm that provides comprehensive financial management services to its clients. The firm has a team of experienced and knowledgeable advisors who work closely with clients to create personalized financial plans that align with their goals and objectives.
Facts and Insights
Founded in 2002, BAM has been in the financial services industry for over 19 years and has built a strong reputation for delivering quality financial advice and services. As of 2021, the firm had $1.5 billion in assets under management (AUM) and a team of 25 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| AUM | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | 19 years |
Financial Services Offered
BAM offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm uses a holistic approach to help clients achieve their financial goals and secure their financial future.
Client Types
BAM serves a diverse group of clients, including high net worth individuals, families, and small businesses. The firm’s services are tailored to meet the unique needs of each client, taking into consideration their risk tolerance, financial goals, and time horizon.
Fees & Compensation
BAM charges a percentage of AUM as its fees, which is a common industry practice. The firm believes in complete transparency and discloses all fees and expenses to its clients. Clients can also expect competitive fee rates from the firm compared to industry averages.
Background
BAM was founded by John Smith, CFP®, a seasoned financial expert with over 30 years of experience in the industry. The firm’s team of advisors includes certified financial planners, chartered financial analysts, and certified investment management analysts who bring valuable expertise and insights to the table.
Financial Advisor Disclosures to Know
As a registered investment advisor, BAM has a fiduciary duty to always act in the best interests of its clients. The firm has a clean record with no regulatory or disciplinary actions, ensuring clients can trust the advice and services provided by their advisors.