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How does the advisor help clients – Key Takeaways:
STEVE BASS & ASSOCIATES, INC. is a financial advisor firm that specializes in helping individuals and businesses achieve their financial goals. They have a team of experienced professionals who provide comprehensive financial planning and investment management services to their clients.
Here are some key takeaways on how the advisor helps clients:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to meet individual and business needs
- Employs a team-based approach to provide expert advice and guidance
- Utilizes a disciplined and conservative investment strategy
- Regularly communicates with clients to keep them informed and updated
Facts and Insights
In addition to their services, here are some interesting facts and insights about STEVE BASS & ASSOCIATES, INC.:
- Founded in 1995 with the goal of helping clients achieve financial security and independence
- Team of over 20 professionals with decades of combined experience in the financial industry
- Over $1 billion in assets under management
- Committed to providing objective, unbiased advice to clients
- Recognized as a top financial advisor firm by various industry publications
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | 26 years |
Financial Services Offered
STEVE BASS & ASSOCIATES, INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of their services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance and risk management
- Business planning
Client Types
The firm works with a variety of clients, including individuals, families, small businesses, and corporations. They have the expertise to address the unique financial needs and goals of each client, regardless of their size or complexity.
Fees & Compensation
STEVE BASS & ASSOCIATES, INC. operates on a fee-based compensation structure, which means they are compensated for their services based on a percentage of the assets they manage. They believe this aligns their interests with those of their clients and ensures that their clients receive objective and unbiased advice.
Background
STEVE BASS & ASSOCIATES, INC. was founded by Steve Bass, who has over 30 years of experience in the financial industry. Before starting his own firm, Steve worked at various leading financial institutions, gaining valuable experience and knowledge. He holds multiple professional certifications and is committed to ongoing education and professional development.
Financial Advisor Disclosures to Know
As a registered investment advisor, STEVE BASS & ASSOCIATES, INC. is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record and do not have any disclosures to report.