How does the advisor help clients – Key Takeaways:
COBURN BARRETT, LLC is a financial advisory firm that provides professional and personalized services to its clients. With their expertise in financial management, they help clients achieve their financial goals and create a more secure future.
Facts and Insights
COBURN BARRETT, LLC is a registered investment advisor based in New York City. They were founded in 2010 and currently have a team of 5 advisors. The firm specializes in providing financial planning and investment management services to individuals, families, and small businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
COBURN BARRETT, LLC offers a wide range of financial services to their clients, including:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance analysis and management
Client Types
The firm primarily works with individuals and families who are looking to grow and protect their wealth. They also work with small business owners to help them make the most of their business’s financial potential.
Fees & Compensation
COBURN BARRETT, LLC charges a fee based on a percentage of assets under management. This fee typically ranges from 1% to 2%, depending on the client’s assets and services provided. The firm does not receive any commissions for recommending specific financial products, ensuring that their clients’ best interests are always top priority.
Background
The advisors at COBURN BARRETT, LLC have diverse backgrounds and expertise in financial planning, investments, tax planning, and estate planning. They are committed to ongoing education and staying up-to-date with the latest industry trends and regulations to provide clients with the best possible financial advice.
Financial Advisor Disclosures to Know
COBURN BARRETT, LLC upholds the highest standards of ethical and professional conduct. They have no legal or disciplinary disclosures to report, according to the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) databases.