About WEAVER C. BARKSDALE & ASSOCIATES, INC.
WEAVER C. BARKSDALE & ASSOCIATES, INC is a leading financial advisory firm that has been serving individuals, families, and businesses for over 25 years. With a team of experienced financial advisors, they are committed to providing expert financial guidance and helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
– Offers comprehensive financial services to individuals, families, and businesses.
– Focuses on building strong client relationships and tailoring personalized financial plans.
– Actively monitors and manages clients’ portfolios to ensure alignment with their financial goals.
Facts and Insights
WEAVER C. BARKSDALE & ASSOCIATES, INC. has a proven track record of success and has been recognized for their exceptional services and expertise. Some highlights include:
- Over $500 million in assets under management (AUM).
- A team of 10 experienced financial advisors.
- More than 25 years of experience in the financial industry.
These figures demonstrate the firm’s stability, growth, and ability to provide top-notch financial guidance to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 Million+ | 10 | 25+ Years |
Financial Services Offered
The team at WEAVER C. BARKSDALE & ASSOCIATES, INC. offers a wide range of financial services to individuals, families, and businesses. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
The firm serves a diverse client base and is equipped to handle the financial needs of various individuals and entities, such as:
- High-net-worth individuals
- Business owners
- Families
- Retirees
- Non-profits
Fees & Compensation
WEAVER C. BARKSDALE & ASSOCIATES, INC. operates on a fee-based compensation model, which means they are compensated based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and they are focused on achieving their clients’ financial goals.
Background
The founder of the firm, Weaver C. Barksdale, has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). Under his leadership, the firm has grown and established a strong reputation for providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, WEAVER C. BARKSDALE & ASSOCIATES, INC. is required to follow certain regulations and make specific disclosures to their clients. These include:
- Always putting their clients’ interests first and acting as a fiduciary.
- Being transparent about their fees and potential conflicts of interest.
- Making all necessary disclosures about their qualifications, experience, and other important details.
Clients can rest assured that the advisors at WEAVER C. BARKSDALE & ASSOCIATES, INC. operate with integrity and have their best interests in mind.