How does the advisor help clients – Key Takeaways:
BRAE HEAD, INC. is a financial advisory firm that provides a range of services to help individuals and businesses achieve their financial goals. They offer personalized financial planning and investment management services, as well as access to a team of experienced financial advisors.
Facts and Insights
Founded in 2005, BRAE HEAD, INC. has been in business for over 15 years. They currently have assets under management (AUM) totaling $500 million and employ a team of 10 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| AUM (in millions) | Number of Advisors | Years in Business |
|---|---|---|
| $500 | 10 | 15 |
Financial Services Offered
BRAE HEAD, INC. offers a comprehensive range of financial services to help clients reach their financial goals. This includes:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
Client Types
BRAE HEAD, INC. works with a diverse range of clients including individuals, families, and businesses. They have experience working with clients of all income levels and can tailor their services to meet each client’s unique needs and goals.
Fees & Compensation
As a fee-only advisor, BRAE HEAD, INC. charges a percentage of AUM for their services. This means that their compensation is directly tied to the success of their client’s investments, aligning their interests with those of their clients.
Background
The team at BRAE HEAD, INC. has a wealth of experience and expertise in the financial industry. Many of their advisors hold advanced certifications such as the Certified Financial Planner (CFP) designation and have years of experience helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, BRAE HEAD, INC. is required to disclose any potential conflicts of interest or disciplinary actions by their advisors. They take these disclosures seriously and are committed to transparency and honesty with their clients.