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How does the advisor help clients – Key Takeaways:
Beard Investment Services, Inc. is a reputable financial firm that provides top-notch services to clients seeking to achieve their financial goals. Through their team of experienced advisors and comprehensive financial services, Beard Investment Services, Inc. helps clients navigate the complex world of finance with confidence and security. Here are some key takeaways on how the firm helps their clients:
- Provides personalized financial guidance tailored to each client’s specific needs and goals.
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning, among others.
- Empowers clients with knowledge and resources to make informed financial decisions.
- Continuously monitors and adjusts clients’ portfolios to ensure they align with their goals and risk tolerance.
Facts and Insights
Beard Investment Services, Inc. has been in business for over 20 years and has built a solid reputation for their commitment to excellence and exceptional client service. The firm has a proven track record of helping clients achieve their financial goals and has handled billions of dollars in assets. Their insights and expertise in the financial industry make them a reliable partner for individuals and businesses looking to grow and protect their wealth.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion+ | 50+ | 20+ years |
Financial Services Offered:
Beard Investment Services, Inc. offers the following financial services:
- Investment management
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Business planning
Client Types:
Beard Investment Services, Inc. works with a diverse range of clients, including individuals, families, and businesses. Their expertise and flexible approach allow them to cater to clients of different backgrounds, goals, and risk tolerance levels. Whether a client is just starting to build their wealth or needs assistance with managing a large portfolio, this firm has the experience and resources to help them achieve their financial objectives.
Fees & Compensation:
Beard Investment Services, Inc. operates on a fee-based structure, meaning they charge a percentage of the assets they manage for clients. This fee structure aligns their interests with those of their clients, as they only make money when the client’s assets grow. The firm is transparent about their fees and will provide clients with a detailed breakdown of all charges before any services are rendered. This transparent approach ensures that clients have a clear understanding of what they are paying for and helps establish a trustful relationship.
Background:
Beard Investment Services, Inc. was founded in 1999 by John Beard, a seasoned financial advisor with over 30 years of experience in the industry. Since its inception, the company has grown to become a prominent player in the financial field, building an impressive portfolio and a loyal client base. The firm is registered with the Securities and Exchange Commission (SEC) and holds a fiduciary duty to act in the best interest of their clients at all times.
Financial Advisor Disclosures to Know:
As a registered financial advisor, Beard Investment Services, Inc. is required to provide clients with full disclosure of any potential conflicts of interest. This means that they must disclose any commission incentives or relationships with outside companies that may influence the advice they give or the products they recommend. The firm takes this responsibility seriously and is committed to providing complete transparency to their clients.