How does the advisor help clients – Key Takeaways:
BURT ASSET MANAGEMENT, INC. is a reputable financial management firm that assists clients with their financial needs. With their team of expert advisors and a wealth of experience, BURT ASSET MANAGEMENT, INC. provides top-notch financial services to help clients reach their financial goals.
Facts and Insights
Founded in 2005, BURT ASSET MANAGEMENT, INC. has been in the financial management industry for over 15 years. With this extensive experience, they have developed a strong understanding of the market and are able to provide tailored financial solutions for their clients.
In their 2020 annual report, BURT ASSET MANAGEMENT, INC. reported assets under management of $500 million with 10 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
BURT ASSET MANAGEMENT, INC. has steadily grown their assets under management over the years, showcasing their ability to effectively manage and grow their clients’ wealth. They have also maintained a small team of advisors, allowing for personalized and dedicated service to each client.
Financial Services Offered
BURT ASSET MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. They also provide advice and guidance on insurance and risk management.
Client Types
BURT ASSET MANAGEMENT, INC. serves a diverse client base including individuals, families, and businesses. They understand that each client has unique financial goals and they work closely with each one to develop a customized financial plan to help them achieve those goals.
Fees & Compensation
BURT ASSET MANAGEMENT, INC. is a fee-only financial advisory firm, meaning they are only compensated through fees paid by their clients. This eliminates any potential conflicts of interest and ensures that their clients’ best interests are always the top priority. They also offer transparent and competitive fee structures, providing clients with peace of mind and value for their money.
Background
BURT ASSET MANAGEMENT, INC. was founded by John Burt, a seasoned financial advisor with over 20 years of experience. He holds a Bachelor’s degree in Finance and has earned various certifications in financial planning. His expertise, combined with the firm’s commitment to excellence, has made BURT ASSET MANAGEMENT, INC. a trusted name in the financial management industry.
Financial Advisor Disclosures to Know
BURT ASSET MANAGEMENT, INC. is a registered investment advisor and is legally required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disclosures to report, showcasing their commitment to ethical and responsible financial management practices.