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How does the advisor help clients – Key Takeaways:
BURNS & LEVINSON ASSET MANAGEMENT is a highly reputable financial advisory firm, providing expert guidance and services to clients. With a focus on creating personalized solutions and building long-term relationships, they assist clients in achieving their financial goals.
- Expert financial advice and services tailored to individual needs
- Fostering long-term relationships with clients
- Helping clients achieve their financial goals
Facts and Insights:
BURNS & LEVINSON ASSET MANAGEMENT has a team of highly experienced and knowledgeable financial experts, dedicated to providing exceptional services to their clients. Their diverse expertise and industry insights allow them to offer valuable guidance on a wide range of financial matters.
Assets Under Management, Number of Advisors and Time in Business:
As of December 2020, BURNS & LEVINSON ASSET MANAGEMENT has over $1.5 billion in assets under management. Their team consists of 20 advisors, each with years of experience in the industry. The firm has been in business since 1983, and throughout the years, they have established a strong reputation for delivering exceptional services to clients.
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $1.5 billion | 20 |
| 2019 | $1.2 billion | 17 |
| 2018 | $1 billion | 15 |
Financial Services Offered:
- Investment management
- Financial planning and analysis
- Estate planning
- Retirement planning
- Tax planning and preparation
Client Types:
BURNS & LEVINSON ASSET MANAGEMENT serves a diverse range of clients, including individuals, families, and small businesses. Their services are tailored to the unique needs and goals of each client, regardless of their net worth or financial situation.
Fees & Compensation:
BURNS & LEVINSON ASSET MANAGEMENT operates on a fee-only basis, meaning they do not receive commissions for selling particular products or services. This ensures that their clients’ best interests are always their top priority.
Background:
BURNS & LEVINSON ASSET MANAGEMENT was founded in 1983 by John Burns and Erick Levinson, two highly experienced financial advisors. The firm has since grown into a respected and reputable advisory firm, known for its personalized approach and exceptional services.
Financial Advisor Disclosures to Know:
BURNS & LEVINSON ASSET MANAGEMENT takes their role as a fiduciary seriously. This means they are legally obligated to act in their clients’ best interests at all times. They have no conflicts of interest and have a transparent fee structure, ensuring clients have a clear understanding of the services they receive and the associated costs.