How does the advisor help clients? – Key Takeaways:
As a seasoned financial advisor, JOHN W. BRISTOL & CO., INC. utilizes extensive knowledge and experience to assist clients in achieving their financial goals. With a focus on providing personalized and comprehensive financial services, this firm offers expert guidance and financial strategies tailored to each client’s unique needs and circumstances.
Facts and Insights:
Founded in 1995, JOHN W. BRISTOL & CO., INC. has been serving clients for over 25 years. During this time, the firm has amassed valuable insights and a deep understanding of the ever-changing financial landscape. This knowledge allows the firm to provide clients with informed and relevant recommendations for their financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered:
JOHN W. BRISTOL & CO., INC. offers a wide range of financial services, including but not limited to:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types:
As a full-service financial firm, JOHN W. BRISTOL & CO., INC. caters to a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation:
JOHN W. BRISTOL & CO., INC. operates on a fee-only model, meaning their fees are based on a percentage of assets under management and are fully transparent. This ensures that their interests align with those of their clients, creating a sense of trust and accountability.
Background:
The founder of the firm, JOHN W. BRISTOL, has over 30 years of experience in the financial industry and holds numerous certifications, including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). His team of advisors also have extensive experience and are committed to ongoing education and staying up-to-date on industry developments.
Financial Advisor Disclosures to Know:
JOHN W. BRISTOL & CO., INC. is a reputable firm with a clean disciplinary record. They have no disclosures of any legal or disciplinary actions taken against them, ensuring their clients’ investments are handled with the utmost care and compliance.