About THE BUXTON HELMSLEY GROUP, INC.
The Buxton Helmsley Group, Inc. is a leading financial advising firm that has been providing expert advice and guidance to clients for over 20 years. With a team of experienced and knowledgeable advisors, the firm strives to help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
The Buxton Helmsley Group, Inc. offers a wide range of financial services to help clients make informed and strategic decisions with their money. Some of the key takeaways of the firm’s approach include:
- Personalized financial planning tailored to individual client needs
- Expertise in investment management and wealth building strategies
- Risk management and asset protection strategies
- Comprehensive retirement planning services
- Estate planning and tax planning services
Facts and Insights
The Buxton Helmsley Group, Inc. has helped numerous clients achieve financial success and security. As of January 2020, the firm has over $500 million in assets under management and has a team of 25 dedicated and experienced advisors. With a proven track record of success, the firm has gained a reputation for being a trusted and reliable financial partner.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $100 million | 5 |
| 2005 | $200 million | 10 |
| 2010 | $300 million | 15 |
| 2015 | $400 million | 20 |
| 2020 | $500 million | 25 |
Financial Services Offered
The Buxton Helmsley Group, Inc. offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Asset protection
- Business succession planning
Client Types
The Buxton Helmsley Group, Inc. works with a diverse range of clients including:
- High-net-worth individuals
- Business owners and entrepreneurs
- Families and individuals planning for retirement
- Young professionals and individuals just starting out
Fees & Compensation
The Buxton Helmsley Group, Inc. believes in fee transparency and operates on a fee-only basis. This means that clients are charged an advisory fee based on a percentage of their assets under management, and there are no additional fees or commissions. This transparent and unbiased approach ensures that the firm is always acting in the best interest of their clients.
Background
The Buxton Helmsley Group, Inc. was founded in 1999 by financial expert, John Buxton. With years of experience in the financial industry, Buxton saw the need for a trustworthy and reliable financial planning firm that would put clients’ needs first and foremost. Today, the firm has grown into one of the most reputable and successful financial advising firms in the industry.
Financial Advisor Disclosures to Know
The Buxton Helmsley Group, Inc. and its advisors have a clean track record with no disciplinary actions or negative disclosures. The