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Burrill Financial Services has established itself as a reputable financial advisor for individuals and businesses alike. With a team of expert advisors and a track record of success, Burrill Financial Services is dedicated to providing top-quality financial guidance and services to its clients.
How does the advisor help clients – Key Takeaways:
- Expertise in financial management and planning
- Personalized financial strategies based on individual needs and goals
- Comprehensive services including investments, retirement planning, and more
- Regular communication and monitoring of client accounts
- Commitment to transparency and ethical practices
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management (As of 2020):
- Individual Clients: $100 million
- Corporate Clients: $50 million
Number of Advisors: 8
Time in Business: 15 years
Financial Services Offered
Investment Management: Burrill Financial Services offers personalized investment management services to help clients achieve their financial goals. With a thorough understanding of the market and strategic investment planning, they help clients make informed investment decisions.
Retirement Planning: The advisors at Burrill Financial Services understand the importance of planning for retirement and help clients create comprehensive retirement plans that align with their long-term goals.
Insurance: Burrill Financial Services offers various insurance options to protect clients and their families from unforeseen events. These options include life, health, and disability insurance.
Client Types
Individuals: Burrill Financial Services offers financial guidance to individuals looking to plan for their future and make the most of their investments.
Businesses: The company also caters to corporate clients by providing customized financial solutions to help them achieve their business objectives.
Fees & Compensation
Fees: Burrill Financial Services operates on a fee-based model, where clients pay a percentage of their assets under management as an annual fee. This ensures that their interests are aligned with the clients and they work towards achieving the best possible results.
Compensation: The advisors at Burrill Financial Services do not receive any commissions or incentives from recommending certain investments. This ensures that their advice is solely based on the clients’ best interests.
Background
Burrill Financial Services was founded in 2005 by John Burrill, a certified financial planner with over 20 years of experience in the industry. John and his team of expert advisors have helped numerous clients achieve financial success through their personalized and comprehensive financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, Burrill Financial Services is committed to transparency and follows the disclosure requirements outlined by the Securities and Exchange Commission (SEC). Clients can access the company’s Form ADV, which provides information about the company’s services, fees, and any potential conflicts of interest. Additionally, the company adheres to a strict code of ethics and regularly discloses any potential conflicts of interest to its clients.
In conclusion, with its expert team, personalized services, and commitment to ethical practices, Burrill Financial Services is an excellent choice for individuals and businesses looking for top-quality financial guidance and management. Contact them today to start your journey towards financial success.