BRAMBLE HILL CAPITAL MANAGEMENT, LLC is a well-respected financial management company that has been providing expert financial services for clients for over 20 years. Founded in 1998, this privately owned firm has quickly become a leader in the industry and has remained committed to their core values of integrity, trust, and professionalism.
Facts and Insights
Through a combination of experience, knowledge, and innovation, BRAMBLE HILL CAPITAL MANAGEMENT, LLC offers clients a wide range of financial services to help them achieve their goals. These services include financial planning, investment management, and retirement planning. They also provide customized solutions for trusts, estates, and other legal entities.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million+ |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20+ years |
Financial Services Offered
BRAMBLE HILL CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Financial planning and consulting
- Investment management
- Retirement planning
- Estate and trust planning
- Educational planning
- Business planning and succession
Client Types
BRAMBLE HILL CAPITAL MANAGEMENT, LLC serves a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Trusts and estates
- Non-profit organizations
- Legal entities
Fees & Compensation
BRAMBLE HILL CAPITAL MANAGEMENT, LLC is an independent advisor and does not receive any form of compensation from third-party sources. They are a fee-only firm, which means they only charge clients for their services and do not earn any commissions or incentives from product sales. Their fees are based on a percentage of assets under management, which aligns their interests with that of their clients.
Background
BRAMBLE HILL CAPITAL MANAGEMENT, LLC was founded by a team of experienced and knowledgeable financial professionals who shared a common goal – to provide clients with the best financial advice and services. They are committed to upholding the highest standards of professionalism, ethics, and integrity in everything they do.
Financial Advisor Disclosures to Know
BRAMBLE HILL CAPITAL MANAGEMENT, LLC has a clean disciplinary record and has no legal or regulatory infractions. They are registered with the Securities and Exchange Commission (SEC) and are required to disclose any material information that potential or existing clients should be aware of. They also have a strict code of conduct that they adhere to, ensuring that their clients’ best interests always come first.