How does the advisor help clients – Key Takeaways:
Ronald A. Bartlett & Associates, Ltd. is a trusted financial advisory firm that offers a range of services to individuals and businesses. They have a team of highly experienced and dedicated advisors who are committed to helping their clients achieve their financial goals. Here are some key takeaways about how the firm helps its clients:
- Provides personalized financial guidance and advice tailored to the individual needs and goals of each client
- Assists clients in creating comprehensive financial plans to help them manage their wealth and build a secure financial future
- Offers ongoing support and monitoring to ensure clients stay on track towards their financial objectives
- Provides access to a wide range of financial products and services to meet the diverse needs of clients
Facts and Insights
Established in 1992, Ronald A. Bartlett & Associates, Ltd. has been serving its clients with integrity and expertise for over 29 years. The firm has a team of over 20 advisors and support staff who work together to provide comprehensive financial solutions to their clients.
Over the years, the firm has built a strong reputation for its commitment to delivering personalized and high-quality financial advice and services. Their success is reflected in the growth of their assets under management, which currently stands at over $500 million.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20+ | 29 years |
Financial Services Offered
Ronald A. Bartlett & Associates, Ltd. offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. Their clients come from various backgrounds and have different financial goals and objectives. The firm’s advisors are equipped with the knowledge and expertise to provide customized financial solutions to meet the specific needs of each client.
Fees & Compensation
Ronald A. Bartlett & Associates, Ltd. operates on a fee-only basis, which means their compensation comes directly from their clients, not from the sale of financial products. This ensures that the firm’s advisors act in the best interest of their clients and provide unbiased advice.
The firm’s fees are based on a percentage of the assets under management and are transparently disclosed to clients before any engagement. This fee structure aligns the firm’s interests with the interests of their clients, as they only make money when their clients’ investments grow.
Background
Ronald A. Bartlett, the founder of the firm, has over 40 years of experience in the financial industry. He is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Financial Planner (CFP). Mr. Bartlett leads a team of experienced advisors and support staff who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Ronald A. Bartlett & Associates, Ltd. is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with financial institutions or products that may influence their recommendations. The firm is committed to maintaining full transparency and always acts in the best interest of their clients.