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PALADIN RESEARCH REPORT FOR:

Jeffrey Bogart

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Telephone Advisor
216.577.8036

I. Snapshot

A. Registry Member
  • Since 2016
B. Years of Experience
  • 25
C. College Degrees
  • Ohio University - 4
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    I believe that you can live a long life without worrying about money. For over 25 years, I've been helping people with retirement planning, social security options, wealth preservation and financial planning. My business is about giving you options and security. Together, we create a plan to accomplish your goals of lifetime income, reduction of undue taxes and most importantly, your family's security. We let the markets work for you, not against you with a well-diversified portfolio that doesn't speculate or gamble with your money on what is going to happen next. If you're five to ten years from retiring, now's the time to let us help build you a solid retirement plan. One that lets you retire when you're ready and keep your lifestyle, too. That's a successful retirement. After all, just because your life changes, your lifestyle shouldn't have to change, too.

G. Asset Requirement
  • $100,000

II. Contact Information

A. Key Contact
  • Jeffrey Bogart
B. Main Location
  • 5900 Landerbrook Dr #201
    Mayfield Heights, Ohio, 44124
C. Telephone
  • 216.577.8036

III. Internet

B. Social Connections
C. View Articles

IV. Firm(s)

A. Name of Firm
  • Sila Wealth Advisory
B. Relationship to Firm
  • Independent Contractor
C. Name of RIA
  • Jeffrey A Bogart Registered Investment Advisor
D. Name of Broker/Dealer
  • Lincoln Investment Planning
E. Name(s) of Custodian(s)
  • TD Ameritrade

V. Credentials

A. Years of Financial Experience
  • 25 Years
B. College, Degrees, Years
  • Ohio University - 4
C. Current Certifications
  • None
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - Ohio
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 121141
  • IARD: None
  • Insurance: 1509578 (NPR)
E. State Licences
  • Financial Advice, Services for Fees: Ohio
  • Investment Products for Commission: See List
  • Insurance Products for Commission: See List
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    I believe that you can live a long life without worrying about money. For over 25 years, I've been helping people with retirement planning, social security options, wealth preservation and financial planning. My business is about giving you options and security. Together, we create a plan to accomplish your goals of lifetime income, reduction of undue taxes and most importantly, your family's security. We let the markets work for you, not against you with a well-diversified portfolio that doesn't speculate or gamble with your money on what is going to happen next. If you're five to ten years from retiring, now's the time to let us help build you a solid retirement plan. One that lets you retire when you're ready and keep your lifestyle, too. That's a successful retirement. After all, just because your life changes, your lifestyle shouldn't have to change, too.

B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • 90
D. Assets (Management, Advisement)
  • $19,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    We specialize in retirement income planning and help simplify all the confusing decisions that must be made during the retirement process. Also, we have a strict policy that no prospective client is allowed to commit to us during the first meeting. We want to make sure it is a good fit for both parties. If that is the case we will set up another meeting and make plans to move forward. Prospective clients are sent an easy to read book about our investment philosophy. We believe an educated client makes the best choices. We abide by several Standard Operating Procedures. The two that seem most appreciated by our clients is that we return phone calls and emails within 24 hours. Even if you contact us during the evenings or on weekends! Let us be your quarterback for all your financial needs so you can live the life you have always dreamed of.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Other
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Jeffrey Bogart
Most Recent Update:
  • Aug 25, 2016

Other

Retirement Income Planning