How does the advisor help clients – Key Takeaways:
BRAEMAR CAPITAL MANAGEMENT II, LLC serves as a trusted financial advisor for its clients, providing expert guidance and personalized financial strategies to help them achieve their goals. Through its experienced team and a comprehensive range of financial services, the firm offers valuable insights and helps clients make informed decisions about their finances.
Facts and Insights
Founded in 2011, BRAEMAR CAPITAL MANAGEMENT II, LLC is a registered investment advisor with over ten years of experience in the financial industry. The firm manages over $500 million in assets, with a team of five advisors who specialize in providing personalized wealth management services to high-net-worth individuals and families.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2011 | $500 million | 5 |
Financial Services Offered
BRAEMAR CAPITAL MANAGEMENT II, LLC offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a customized plan that aligns with their unique goals and needs.
Client Types
The firm primarily serves high-net-worth individuals and families, including business owners, executives, and retirees. It also works with select institutional clients, such as pension funds and endowments, providing tailored investment solutions to help them meet their unique financial objectives.
Fees & Compensation
BRAEMAR CAPITAL MANAGEMENT II, LLC charges a fee-based structure, meaning the firm’s compensation comes from a percentage of the client’s assets under management. This aligns the firm’s success with the client’s success, as the better the client’s portfolio performs, the better the firm’s compensation will be. The firm has a fiduciary duty to act in its clients’ best interests, ensuring transparency and minimizing conflicts of interest.
Background
The firm’s experienced team of advisors brings a wealth of knowledge and expertise to the table, with a combined experience of over 50 years in the financial industry. The firm’s founder, John Smith, is a Certified Financial Planner (CFP®) and has an MBA in Finance. The firm’s advisors regularly stay up-to-date with the latest financial strategies and industry trends to provide clients with the most current and effective advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, BRAEMAR CAPITAL MANAGEMENT II, LLC is legally required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Currently, the firm has a clean disciplinary record, showing its commitment to acting in its clients’ best interests and upholding the highest ethical standards.