About MCDEVITT & BIRD INVESTMENT MANAGEMENT CO.
MCDEVITT & BIRD INVESTMENT MANAGEMENT CO. is a prestigious financial management firm with a proven track record of success. The firm provides expert financial advice and services to a wide range of clients, from individuals to institutions.
How does the advisor help clients – Key Takeaways:
- Expert financial advice from a team of experienced professionals
- Tailored solutions to meet clients’ specific financial goals and needs
- Diverse range of financial services offered
- Transparent and fair fee structure
- Dedicated to helping clients achieve financial success
Facts and Insights:
MCDEVITT & BIRD INVESTMENT MANAGEMENT CO. has been in business for over 20 years, providing top-notch financial services to its clients. The firm has achieved significant growth and success over the years, thanks to its commitment to excellence and client satisfaction.
The table below showcases the firm’s assets under management, number of advisors, and time in business, providing a glimpse into its steady growth and stability:
| Assets Under Management (in billions) | Number of Advisors | Time in Business (years) |
|---|---|---|
| 3.5 | 12 | 20 |
Financial Services Offered:
MCDEVITT & BIRD INVESTMENT MANAGEMENT CO. offers a wide range of financial services tailored to meet the unique needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- And more
Client Types:
The firm caters to a diverse clientele, ranging from individuals to institutions, including high net worth individuals, businesses, and non-profit organizations. Whether clients are just starting to build their financial portfolio or looking to expand and diversify their assets, MCDEVITT & BIRD INVESTMENT MANAGEMENT CO. has the expertise and resources to assist them.
Fees & Compensation:
Transparency and fairness are essential values for MCDEVITT & BIRD INVESTMENT MANAGEMENT CO. When it comes to fees, the firm strives to provide its clients with reasonable and competitive rates. The table below breaks down the firm’s fee structure:
| Fee Type | Description | Percentage/Fixed Amount |
|---|---|---|
| Assets Under Management Fee | Annual fee based on the total value of assets under management | 1% |
| Hourly Fee | Charged for specific services on an hourly basis | $300 per hour |
| Fixed Fee | Flat fee for complete financial planning and implementation | $5,000 |
Background:
The firm was founded by John McDevitt and Emily Bird, both highly skilled and experienced financial advisors. Together, they have built a team of experts who are committed to providing the best financial services to clients. The firm’s goal is to build long-term relationships with clients based on trust and a mutual understanding of their financial goals and needs.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or disclosures when working with a financial advisor. MCDEVITT & BIRD INVESTMENT MANAGEMENT CO. believes in transparency, and as such, provides the necessary disclosures for clients to review before engaging its services. These disclosures may include any potential conflicts of interest, affiliations, or regulatory actions that may impact the services provided to clients.
In conclusion, MCDEVITT & BIRD INVESTMENT MANAGEMENT CO. is a highly reputable and reliable financial advisor that puts its clients’ financial success as its top priority. With their expertise, dedication, and client-focused approach, the firm continues to help individuals and institutions achieve their financial goals.