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How does the advisor help clients – Key Takeaways:
Facts and Insights
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
Fairfield, Bush & Co. provides a wide range of financial services to its clients. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Asset allocation
Client Types
Fairfield, Bush & Co. serves a diverse range of clients, including:
- Individuals
- Families
- Businesses
- High net worth individuals
Fees & Compensation
Fairfield, Bush & Co. believes in complete transparency when it comes to fees and compensation. They offer a fee-only structure, meaning they do not earn any commissions or kickbacks from financial products. Their fees are based on a percentage of the assets under management and are discussed and agreed upon with the client before any services are provided.
Background
Fairfield, Bush & Co. was founded 10 years ago by financial experts John Fairfield and Sarah Bush. With a combined experience of over 20 years in the financial industry, they have built a reputable and successful firm that is dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As required by law, Fairfield, Bush & Co. provides full disclosure of any potential conflicts of interest, disciplinary actions, and any other important information that clients should be aware of. This information is readily available on their website and provided to clients before any services are rendered.