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Facts and Insights
J.J. BURNS & COMPANY is a leading financial advisory firm with a reputation for excellence in the industry. With its team of highly qualified and experienced financial experts, the firm is committed to providing top-notch services to its clients.
Assets Under Management, Number of Advisors and Time in Business
According to publicly available data, J.J. BURNS & COMPANY has over $1 billion in assets under management. The firm has a team of 15 advisors, with an average of 20 years of experience in the industry. J.J. BURNS & COMPANY has been in business for over 30 years, establishing a strong track record of success and stability.
Financial Services Offered
J.J. BURNS & COMPANY offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a personalized approach to each client’s unique needs and goals, creating customized strategies to help them achieve financial success.
Client Types
J.J. BURNS & COMPANY caters to a diverse client base, including individuals, families, and businesses. The firm serves both high net worth individuals and those looking to build their wealth and secure their financial future.
Fees & Compensation
J.J. BURNS & COMPANY operates on a fee-based compensation structure, which means that the firm’s advisors are compensated based on a percentage of the assets they manage for their clients. This aligns the firm’s interests with those of its clients and ensures that advisors are always working in the best interest of their clients.
Background
J.J. BURNS & COMPANY was founded by John J. Burns in 1987 with a mission to provide clients with the highest level of service and expertise. The firm has since grown into a highly respected and trusted name in the finance industry, with a team of knowledgeable and dedicated professionals.
Financial Advisor Disclosures to Know
As a registered investment advisor, J.J. BURNS & COMPANY follows strict regulations and guidelines to ensure full transparency and disclosure to its clients. The firm’s advisors are obligated to disclose any potential conflicts of interest and fully inform clients of all fees and charges associated with their services. J.J. BURNS & COMPANY takes its role as a fiduciary seriously and always puts its clients’ best interests first.