Disclosures

Bloomwood Capital Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.


Disclosures


Planning Fee Structure

Pricing for our tax and holistic planning services is based on a standardized assessment of your financial profile—including income, net worth, and existing complexity—alongside the estimated meeting frequency necessary to serve your needs effectively. This base fee may be refined if additional complexities arise or if a future income event occurs.


Tax Savings Analysis & Projection Methodology

To evaluate potential value, we project tax savings using a structured process:

Prior Year Review: We review historical tax returns and confirmed client details to establish a baseline for upcoming tax liabilities.

Strategy Identification: We evaluate custom tax strategies to estimate potential annual savings upon implementation.

Multiple Calculation: We calculate the savings multiple by dividing the estimated annual tax savings by the proposed annual engagement fee.


Please note that all initial projections are preliminary, reflecting our current understanding of your financial situation. Final outcomes depend on your specific goals, risk tolerance, and selected implementation path for recommended strategies.


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Bloomwood does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.


We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.


For additional information about Bloomwood, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you engage our firm for advisory services.


The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. 


The views expressed in this website are subject to change based on the market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. 


All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.


Bloomwood is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Bloomwood and its representatives are properly licensed or exempt from licensure. 730 Starlight Lane, Atlanta, GA 30342.