How does the advisor help clients – Key Takeaways:
J.W. Burns & Company, Inc. is dedicated to providing expert financial advice to help their clients achieve their financial goals. The firm offers a wide range of financial services and works with various types of clients. Their experienced advisors understand the importance of transparency and have a clean record with no disclosures.
Facts and Insights
J.W. Burns & Company, Inc. has been in business for over 20 years and has amassed assets under management (AUM) in the millions. The firm has a team of knowledgeable and skilled advisors who utilize their expertise to provide sound financial guidance to clients. The firm’s track record of success speaks volumes about their commitment to delivering top-quality financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $10 million+ | 10+ | 20+ years |
Financial Services Offered
J.W. Burns & Company, Inc. offers a variety of financial services to cater to their clients’ unique needs. These services include investment management, retirement planning, estate planning, tax planning, and more. With their expertise and in-depth knowledge of the financial industry, the advisors at J.W. Burns & Company, Inc. can provide tailored solutions to help clients achieve their financial goals.
Client Types
J.W. Burns & Company, Inc. works with a diverse group of clients, including individuals, families, trusts, and businesses. They understand that each client has specific financial needs and goals, and they strive to provide personalized solutions to cater to those needs. Whether it is planning for retirement or managing investments, J.W. Burns & Company, Inc. has the expertise to assist clients in all stages of their financial journey.
Fees & Compensation
As a fiduciary, J.W. Burns & Company, Inc. is committed to acting in their clients’ best interests at all times. The firm typically charges a percentage of assets under management as their fee. They believe in complete transparency and provide clients with a clear breakdown of all fees and expenses. Additionally, they do not receive any commissions for recommending certain investments, ensuring that their advice is unbiased and focused solely on their clients’ best interests.
Background
J.W. Burns & Company, Inc. was founded over 20 years ago by John W. Burns, a highly experienced and reputable financial advisor. The firm has grown over the years and continues to provide top-quality financial services to clients, maintaining their core values of integrity, transparency, and excellent customer service.
Financial Advisor Disclosures to Know
J.W. Burns & Company, Inc. has a clean record with no disclosures, which is a testament to their commitment to transparent and ethical practices. The firm believes in building trust with their clients and keeping their best interests at the forefront of all their recommendations.