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How does the advisor help clients – Key Takeaways:

BASTION MANAGEMENT II LLC is a leading financial firm that offers expert guidance to its clients in managing their assets. With years of experience in the financial industry, the advisors at BASTION MANAGEMENT II LLC have a deep understanding of market trends and a keen eye for potential investment opportunities. They work closely with their clients to develop personalized financial strategies that align with their unique goals and risk tolerance.

Through their comprehensive financial services and personalized approach, BASTION MANAGEMENT II LLC assists clients in achieving their financial objectives, whether it be growing their wealth, planning for retirement, or preparing for unexpected expenses.

Facts and Insights

BASTION MANAGEMENT II LLC has been in business for over 15 years and has a team of experienced financial advisors. Currently, they have $500 million worth of assets under management, making them a prominent player in the financial industry. They also have a diverse client base, ranging from individual investors to institutions and corporations.

Assets Under Management Number of Advisors Time in Business
$500 million 10 15 years

Financial Services Offered

BASTION MANAGEMENT II LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Risk Management

Their team of experienced advisors works closely with clients to create customized financial plans that take into account their unique circumstances and goals.

Client Types

BASTION MANAGEMENT II LLC serves a diverse client base, including individuals, families, businesses, and institutions. Their personalized approach allows them to cater to the specific needs and goals of each client, regardless of their background or financial situation.

Fees & Compensation

BASTION MANAGEMENT II LLC operates on a fee-only structure, which means they do not earn commissions or fees from the products they recommend. This ensures that their recommendations are solely based on the best interests of their clients. The fees they charge are based on a percentage of the assets under management and are transparently communicated to clients before engaging in any services.


BASTION MANAGEMENT II LLC was founded by a team of experienced financial professionals who shared a common goal of providing expert financial advice to clients. With a combined industry experience of over 50 years, the team at BASTION MANAGEMENT II LLC has a deep understanding of market trends, risk management, and investment strategies. They continue to stay updated on industry developments and maintaining a high level of professionalism in their work to provide clients with the best possible financial guidance.

Financial Advisor Disclosures to Know

As a reputable financial firm, BASTION MANAGEMENT II LLC adheres to all legal and regulatory requirements set forth by regulatory bodies. They have a clean record with no reported disciplinary actions or legal issues. They strive to maintain transparent and open communication with their clients, providing all necessary information and disclosures to build trust and confidence.

In conclusion, BASTION MANAGEMENT II LLC offers expert financial guidance to clients through their years of experience, personalized approach, and range of comprehensive services. Their transparent fee structure, diverse client base, and clean track record make them a reliable and trustworthy choice for individuals and institutions seeking professional financial advice.

Company Information

Main Office

Mail Office

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