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How does the advisor help clients – Key Takeaways:
FAIRFIELD, BUSH & CO. is a leading financial advisory firm that prides itself on providing expert financial guidance to its clients. With a team of experienced advisors, they are equipped to assist clients in all aspects of their financial planning and investment needs, helping them reach their financial goals.
Facts and Insights
According to their most recent SEC filing, FAIRFIELD, BUSH & CO. has over $5 billion in assets under management and employs over 100 advisors. With over 30 years in the financial industry, the firm has established itself as a trusted and reliable advisor to individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | 30+ years |
Financial Services Offered
FAIRFIELD, BUSH & CO. offers a wide range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, and insurance services. With a comprehensive approach, they strive to help clients achieve financial success and security.
Client Types
The firm caters to a diverse client base, including individuals, families, small businesses, and institutions. They tailor their services to meet the specific needs and goals of each client, providing personalized and individualized guidance.
Fees & Compensation
FAIRFIELD, BUSH & CO. operates on a fee-based model, with fees based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of its clients, as their success depends on the success of their clients’ investments.
Background
FAIRFIELD, BUSH & CO. was founded in 1989 by financial industry veterans, John Fairfield and Michael Bush. With their extensive backgrounds in finance and investment management, they have built a team of talented advisors to serve their clients’ needs.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, FAIRFIELD, BUSH & CO. is required to disclose any potential conflicts of interest or disclosures that may affect their clients. These disclosures can be found in their Form ADV, which is publicly available on the SEC’s website.