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How does the advisor help clients – Key Takeaways:
MASLAND & BARRICK ADVISORY, INC. provides financial expertise to clients, helping them achieve their financial goals and securing their financial future. With a team of experienced advisors and a range of financial services, they offer personalized solutions to meet the unique needs of each client.
Facts and Insights
MASLAND & BARRICK ADVISORY, INC. has been in the financial services industry for over 20 years and has a strong track record of success. They have a team of 25 advisors, managing a total of $1.5 billion in assets under management.
Their dedication to providing personalized service and their deep knowledge of the financial industry make them a highly trusted and reputable firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | 20+ years |
Financial Services Offered
MASLAND & BARRICK ADVISORY, INC. offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Wealth management
- Tax planning
- Insurance planning
- Education planning
Their team of advisors has expertise in each of these areas and works closely with clients to create a holistic financial strategy.
Client Types
MASLAND & BARRICK ADVISORY, INC. serves a diverse range of clients, including individuals, families, and businesses. They tailor their services to meet the specific needs and goals of each client and provide personalized attention and support throughout the entire financial planning process.
Fees & Compensation
MASLAND & BARRICK ADVISORY, INC. operates on a fee-based compensation model, meaning they earn fees directly from clients for their services. This ensures that their advice is unbiased and in the best interest of their clients. They are transparent about their fees and provide clients with a clear breakdown of all costs and charges.
Background
MASLAND & BARRICK ADVISORY, INC. was founded in 1998 with the goal of providing comprehensive and personalized financial planning services to individuals and businesses. Over the years, they have expanded their team and services, becoming a highly reputable and trusted financial advisor in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, MASLAND & BARRICK ADVISORY, INC. adheres to strict regulations and disclosure requirements set by the Securities and Exchange Commission (SEC). These include providing clients with a Form ADV, which outlines their services, fees, and any potential conflicts of interest. They also have a fiduciary duty to act in the best interests of their clients at all times.