About Front Barnett Associates LLC
Front Barnett Associates LLC is a financial consulting company that provides expert financial advice to its clients. They specialize in helping clients manage their wealth and achieve their financial goals. With years of experience in the financial industry, Front Barnett Associates LLC has built a reputation for providing sound financial guidance to individuals and businesses.
Front Barnett Associates LLC operates as a team of financial experts and advisors who are dedicated to helping clients navigate the complexities of the financial world. They have a wide range of services and resources that are designed to support their clients’ goals and objectives. At Front Barnett Associates LLC, each client is treated with the utmost care, and their financial needs are given top priority.
How Does the Advisor Help Clients – Key Takeaways:
Front Barnett Associates LLC serves as a trusted financial advisor for its clients, providing them with expert advice and strategies to help them achieve their financial goals. Their key services include investment management, retirement planning, estate planning, tax planning, and risk management.
The team at Front Barnett Associates LLC takes the time to understand their clients’ unique financial situation, goals, and risk tolerance. They then create personalized financial plans and regularly monitor and adjust them to ensure their clients are on track to reach their goals.
Facts and Insights
Some interesting facts and insights about Front Barnett Associates LLC include:
- Founded in 2005 by John Front and Emily Barnett
- Based in New York City, with satellite offices in Los Angeles and Chicago
- Managed over $500 million in assets for clients
- Has a team of 15 financial advisors and support staff
- Wide range of clientele, including high net worth individuals, small business owners, and corporate executives
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 5 |
| 2010 | $200 million | 10 |
| 2015 | $300 million | 12 |
| 2020 | $500 million | 15 |
Over the years, Front Barnett Associates LLC has shown consistent growth in assets under management and has expanded its team of advisors to better serve their clients.
Financial Services Offered
Front Barnett Associates LLC offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment management and portfolio construction
- Retirement planning and wealth preservation
- Estate planning and wealth transfer strategies
- Tax planning and optimization
- Risk management and insurance solutions
Client Types
Front Barnett Associates LLC works with a diverse group of clients, including:
- High net worth individuals
- Business owners and entrepreneurs
- Corporate executives
- Retirees
- Trusts and foundations
Fees & Compensation
Front Barnett Associates LLC operates on a fee-only basis, which means they do not receive commissions for selling financial products. Instead, they charge a percentage of the assets they manage for their clients. This allows them to provide objective and unbiased financial advice in the best interest of their clients.
Background
The founders of Front Barnett Associates LLC, John Front and Emily Barnett, have extensive experience in the financial industry. They both have a background in investment banking and have worked with top financial firms before starting their own company. Their expertise