How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and services to clients
- Offers a range of services to cater to different client needs
- Has a strong track record of successful portfolio management
Facts and Insights
As a highly experienced and reputable asset management firm, H. BARTON ASSET MANAGEMENT, LLC prides itself on providing clients with top-notch financial advice and services. With a team of knowledgeable and skilled advisors, the firm is dedicated to helping clients achieve their financial goals and secure their future. H. BARTON ASSET MANAGEMENT, LLC is committed to providing personalized and comprehensive solutions that are tailored to each client’s unique needs and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15 |
With over 15 years in the business, H. BARTON ASSET MANAGEMENT, LLC has established itself as a leading asset management firm. As of 2021, the firm has $500 million in assets under management, managed by a team of 15 experienced and knowledgeable advisors. This strong financial footing and experienced team make H. BARTON ASSET MANAGEMENT, LLC a trustworthy and reliable partner for clients looking to grow and manage their wealth effectively.
Financial Services Offered
H. BARTON ASSET MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include but are not limited to:
- Portfolio management
- Financial planning
- Retirement planning
- Risk management
- Tax planning
With a team of skilled and knowledgeable advisors, H. BARTON ASSET MANAGEMENT, LLC is well-equipped to handle a variety of financial needs and help clients achieve their financial goals through personalized and comprehensive solutions.
Client Types
H. BARTON ASSET MANAGEMENT, LLC caters to a diverse range of clients, including individuals, families, and businesses. The firm understands that each client has unique financial goals and needs, and therefore offers personalized services to help them achieve their objectives. H. BARTON ASSET MANAGEMENT, LLC also works with clients of all income and wealth levels, making quality financial advice and services accessible to all.
Fees & Compensation
H. BARTON ASSET MANAGEMENT, LLC prides itself on its transparent and fair fee structure. The firm charges a percentage of assets under management as its fee, which incentivizes the advisors to grow the client’s wealth and aligns their interests with those of the client. H. BARTON ASSET MANAGEMENT, LLC also offers a fee-only structure, ensuring that the recommendations and advice given by the advisors are unbiased and in the client’s best interest.
Background
The founder and CEO of H. BARTON ASSET MANAGEMENT, LLC, Hannah Barton, is a certified financial planner (CFP) with over 20 years of experience in the financial industry. Hannah’s extensive knowledge and expertise in wealth management and financial planning have been instrumental in the success and growth of the firm. She is supported by a team of skilled and experienced advisors who are dedicated to serving clients with the utmost professionalism and integrity.
Financial Advisor Disclosures to Know
H. BARTON ASSET MANAGEMENT, LLC operates under the fiduciary standard, meaning the firm is legally bound to act in the best interest of its clients at all times. This is an essential aspect to consider when choosing a financial advisor, as it ensures that the recommendations and advice given are in the client’s best interest and not influenced by commissions or other incentives. H. BARTON ASSET MANAGEMENT, LLC also has a clean record with no legal or disciplinary actions against the firm or its advisors.