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How does the advisor help clients – Key Takeaways:
McBride Financial is a leading financial advisory firm that provides expert financial guidance to clients looking to achieve their financial goals. With a team of experienced advisors and a wide range of financial services, McBride Financial is committed to helping clients navigate the complex world of finance.
Here are some key takeaways of how McBride Financial helps its clients:
- Creates personalized financial plans tailored to each client’s unique goals and circumstances.
- Provides ongoing financial advice and support to ensure clients stay on track to reaching their financial goals.
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- Simplifies complex financial concepts and strategies for clients to make informed financial decisions.
Facts and Insights
As of 2021, McBride Financial has over 100 advisors and manages more than $1 billion in assets. The firm has been in business for over 20 years and has a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $1 billion | 100+ |
| 2020 | $900 million | 90+ |
| 2019 | $800 million | 80+ |
Financial Services Offered
McBride Financial offers a comprehensive range of financial services to help clients reach their financial goals. Some of the services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Debt management
- Education planning
Client Types
McBride Financial serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Corporate executives
- Retirees
Fees & Compensation
McBride Financial charges a fee for its financial services, which can be either a flat fee or a percentage of assets under management. The firm believes in transparent and fair pricing and avoids any conflicts of interest by not accepting commissions from financial product providers.
Background
McBride Financial was founded in 1999 with a mission to provide personalized and transparent financial advice to clients. The firm’s team of experienced advisors is dedicated to helping clients achieve their financial goals through customized financial planning and ongoing support.
Financial Advisor Disclosures to Know
As a registered investment adviser, McBride Financial is legally required to disclose certain information to clients, including:
- Compliance and regulatory history
- Disclosures of any conflicts of interest
- Compensation and fee arrangements
- Investment strategies and risks
Clients can find more information about these disclosures on McBride Financial’s website or by directly asking their advisor.