About COVERED BRIDGE FINANCIAL LLC
Covered Bridge Financial LLC is a privately owned financial advisor firm that has been in business for over 10 years. The company is known for providing personalized financial solutions to individuals and businesses alike. With a team of highly experienced and knowledgeable financial advisors, Covered Bridge Financial LLC has built a reputation for being a trusted advisor in the industry.
How Does the Advisor Help Clients – Key Takeaways:
Covered Bridge Financial LLC prides itself on helping clients achieve their financial goals through a comprehensive approach that includes personalized financial planning, investment management, and risk management. The company believes in building long-term relationships with its clients and providing ongoing support to help them navigate through various financial challenges.
Facts and Insights
As of 2021, the company manages over $500 million in assets under management and has a team of 15 highly qualified financial advisors. Covered Bridge Financial LLC has a strong track record of helping clients achieve their financial goals, with an average client retention rate of over 95%.
| 2021 | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 15 |
| Time in Business | Over 10 years |
Financial Services Offered
Covered Bridge Financial LLC offers a wide range of financial services, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Covered Bridge Financial LLC serves a diverse group of clients, including individuals, families, and small businesses. The company takes a personalized approach to each client, understanding their unique financial needs and designing customized solutions to help them achieve their goals.
Fees & Compensation
Covered Bridge Financial LLC follows a fee-based structure, which means that the company charges an advisory fee based on the assets under management and/or a percentage of their clients’ yearly income. This fee structure aligns the company’s incentives with the clients’ interests, as the company only benefits when their clients’ assets increase in value.
Background
Covered Bridge Financial LLC was founded in 2010 by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. The company’s mission is to help clients achieve their financial goals and provide them with peace of mind through sound financial planning and investment management.
Financial Advisor Disclosures to Know
Covered Bridge Financial LLC believes in transparency and abides by all regulatory guidelines. The company does not have any disclosures or disciplinary actions against them, and all its advisors have a clean record. The company’s advisors are also committed to ongoing education and training to stay updated on industry trends and regulations.