How does the advisor help clients – Key Takeaways:
CURTIS & BISSONETTE INC. is a well-established financial advisory firm that offers a wide range of services to help their clients achieve their financial goals. With years of experience in the industry, the team at CURTIS & BISSONETTE INC. has developed a deep understanding of the complexities of the financial world and uses their expertise to provide tailored solutions that meet their clients’ specific needs.
In this article, we will take a closer look at CURTIS & BISSONETTE INC. and discuss their assets under management, number of advisors, time in business, financial services offered, client types, fees and compensation, background, and financial advisor disclosures to know.
Facts and Insights
CURTIS & BISSONETTE INC. has been in the financial advisory business for over 20 years and has built a strong reputation for their commitment to providing top-notch services to their clients. Their team of highly qualified advisors has a wealth of knowledge and experience in the industry, which allows them to stay up-to-date with the ever-changing financial landscape and provide valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 15 |
| 2008 | $1 billion | 25 |
| 2018 | $2 billion | 35 |
Financial Services Offered
CURTIS & BISSONETTE INC. offers a comprehensive range of financial services to their individual and institutional clients. Some of the services they provide include investment management, retirement planning, estate planning, tax planning, and risk management. They work closely with each client to develop a custom-tailored financial plan that takes into account their unique financial goals and risk tolerance.
Client Types
CURTIS & BISSONETTE INC. caters to a diverse client base, including high-net-worth individuals, families, small businesses, non-profit organizations, and corporations. They understand that each client has their own unique needs and goals, and they strive to provide personalized services that meet those specific needs.
Fees & Compensation
The fees and compensation structure at CURTIS & BISSONETTE INC. is designed to be transparent and fair for their clients. They offer various fee structures, including commission-based, fee-only, and a combination of both. The fees are based on the services provided and the assets under management, and they are always fully disclosed to the client before any agreements are made.
Background
CURTIS & BISSONETTE INC. was founded in 1998 by John Curtis and Sarah Bissonette, both of whom have decades of experience in the financial industry. Their strong leadership and commitment to providing excellent services have helped the company grow and establish a solid reputation in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, CURTIS & BISSONETTE INC. has a fiduciary duty to act in the best interests of their clients. They fully disclose any potential conflicts of interest and strive to remain transparent in all their dealings. Their advisors are also required to disclose any disciplinary actions, if any, on their record.