How does the advisor help clients – Key Takeaways:
Councilor, Buchanan & Mitchell, P.C. (CBM) is a well-respected and trusted financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors, CBM provides personalized and comprehensive guidance to individuals, families, and businesses looking to build and protect their wealth.
Facts and Insights
Since its founding in 1921, CBM has remained committed to providing quality financial services to its clients. With over 100 years of combined experience, CBM’s advisors have the expertise and knowledge to help clients navigate the complex financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million (as of 2021) |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 100 years |
Financial Services Offered
CBM offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and more. Their advisors take a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a personalized and comprehensive plan to help them achieve their financial goals.
Client Types
CBM serves a diverse range of clients, including high-net-worth individuals, families, businesses, non-profit organizations, and government entities. Their advisors tailor their services to meet the unique needs and goals of each client, regardless of their size or complexity.
Fees & Compensation
CBM’s fees are based on the services provided and are transparent and clearly communicated to their clients. They offer both fee-only and commission-based compensation structures, ensuring that their advisors act in the best interest of their clients.
Background
CBM has a long history of providing exceptional financial services to its clients. Founded in 1921, the firm has grown and adapted with the ever-changing financial industry, remaining committed to their core values of integrity, objectivity, and reliability.
Financial Advisor Disclosures to Know
As a financial expert, CBM abides by all regulations and laws set forth by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). CBM’s advisors are transparent with their clients and fully disclose any potential conflicts of interest to ensure they act in their clients’ best interests.