JL Bainbridge & Company

JL Bainbridge & Company

Financial Services

Sarasota, Florida 526 followers

Family Wealth Advisors: It's your future℠

About us

JL Bainbridge is a Sarasota-based fee-only financial advisory RIA — a family wealth management firm with flexible minums that offers personalized service. For 42 years, clients have become friends and friends have become clients. We know they trust how we guide their investments and financial planning and appreciate the sense of financial confidence we give them. As an SEC Registered Financial Advisor, we serve as fiduciaries. In other words, first and foremost, we act in your interest and on your behalf. Our clients are at the center of everything we do, so they know that our core team of advisors and staff will always be here for them. Our only fee is a management fee, and that’s based solely as a percentage of your investments with us. If we help you increase your wealth, we earn more. It’s that simple. By the way, we have no stated minimum investment. That’s right, if you’re focused enough on your current finances to commit to maintaining and growing your wealth for yourself and your family, we should talk. Our services include: Investing > Portfolio Management > IRA Strategies > Charitable Giving > 401(k) Strategies Planning > Financial Planning > Retirement Planning > Estate Planning > Tax Strategies > Trusts > 529 Education Plans Disclosure: J.L. Bainbridge & Company, Inc. is an independent advisory firm providing investment management services primarily limited to Growth and Income objective on a fee only and a discretionary basis. The firm also provides planning services as part of its investment management program. Registration of an Investment Advisor does not imply any level of skill or training. For more information on our firm and our investment advisor representatives, please review our Form ADV, Privacy Notice, and Form CRS at jlbainbridge.com. Our CRD# is: 108058. Please reference the SEC website for more information on the firm and its advisors: https://adviserinfo.sec.gov/firm/summary/108058

Industry
Financial Services
Company size
2-10 employees
Headquarters
Sarasota, Florida
Type
Privately Held
Founded
1981
Specialties
money management, financial planning, tax strategies, wealth management, financial advisors, registered financial advisor, 401k strategies, money managers, fee only financial planner, retirement planning, family wealth management, family wealth advisors, sarasota, money managers near me, financial advisors sarasota, CFP sarasota, charitable giving, portfolio management, estate planning, and trusts

Locations

Employees at JL Bainbridge & Company

Updates

Similar pages

Browse jobs