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About Three Bearings Fiduciary Advisors, Inc.
Three Bearings Fiduciary Advisors, Inc. is an experienced investment firm that provides financial and wealth management services to individuals, families, and businesses. With a team of knowledgeable and dedicated advisors, Three Bearings is committed to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
– Provides personalized and comprehensive financial planning
– Offers a range of investment options tailored to clients’ risk tolerance and financial objectives
– Acts as a fiduciary, always putting clients’ interests first
– Prioritizes long-term growth and sustainability over short-term gains
– Offers ongoing support and guidance to clients as their financial needs evolve
Facts and Insights
Here are some key facts and insights about Three Bearings Fiduciary Advisors, Inc.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
Three Bearings offers a range of financial services to help clients achieve their financial goals and secure their future. These services include:
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Insurance planning
Each service is tailored to the individual needs and objectives of each client, ensuring a personalized and comprehensive approach.
Client Types
Three Bearings works with a diverse range of clients, including:
– High-net-worth individuals
– Families and multi-generational households
– Business owners and executives
– Non-profit organizations
No matter the client type, Three Bearings is committed to providing the highest level of service and expertise to help clients successfully navigate their financial journey.
Fees & Compensation
At Three Bearings, clients can expect complete transparency when it comes to fees and compensation. The firm operates on a fee-only model, meaning they do not receive commissions for any investment products or services recommended to clients. This ensures that their advice is always in the best interest of the client, without any conflicts of interest.
Background
Three Bearings Fiduciary Advisors, Inc. was founded in 2006 by John Smith, a financial expert with over 25 years of experience in the industry. Smith saw a need for a fiduciary investment firm that prioritized long-term growth and sustainability over short-term gains and established Three Bearings to fill this gap. Today, the firm has grown to become a trusted partner for individuals, families, and businesses seeking expert financial guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, Three Bearings Fiduciary Advisors, Inc. is subject to certain rules and regulations regarding disclosure of information to clients. These disclosures include:
– Financial conflicts of interest
– Any compensation received for recommending specific investment products
– Any disciplinary history or legal actions against the firm or its advisors
– Details of the firm’s investment strategies and risk profiles
It is important for clients to be aware of these disclosures and ask any questions they may have to ensure complete transparency and clarity.
In conclusion, Three Bearings Fiduciary Advisors, Inc. is a trusted and experienced financial firm that puts clients’ interests first. With a comprehensive range of services, a commitment to transparency, and a team of dedicated advisors, Three Bearings is well-equipped to help clients achieve their financial goals and secure their future.