Overview of BRANDIN & ASSOCIATES
Based in New York City, BRANDIN & ASSOCIATES is a leading financial advisory firm that provides personalized and comprehensive financial services to individuals, families, and businesses. With over 15 years of experience in the industry, BRANDIN & ASSOCIATES has developed a strong reputation for its expertise, professionalism, and commitment to its clients’ financial success.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized and comprehensive financial services
- Offers expertise, professionalism, and commitment to clients
- Over 15 years of industry experience
Facts and Insights
BRANDIN & ASSOCIATES is a registered investment advisor with the Securities and Exchange Commission (SEC). This allows the firm to provide personalized investment advice and manage clients’ assets. The firm follows a fiduciary standard, meaning they are legally bound to act in the best interest of their clients at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types
BRANDIN & ASSOCIATES serves a diverse range of clients, including:
- Individuals and Families
- High Net Worth Individuals
- Small Business Owners
- Retirees
- Non-Profit Organizations
Fees & Compensation
BRANDIN & ASSOCIATES charges a percentage of assets under management as its fee, which is typically between 1% – 2%. This fee structure aligns the firm’s interests with that of its clients, as the firm only earns more when the client’s investments perform well. The firm does not receive any commissions or compensation from third parties, ensuring there are no conflicts of interest.
Background
The founder and lead financial advisor of BRANDIN & ASSOCIATES, John Brandin, has over 20 years of experience in the financial industry. He holds a Bachelor of Science in Finance and Economics from New York University and is a Certified Financial Planner (CFP®). He leads a team of highly qualified and experienced financial advisors who work together to provide top-notch financial services to their clients.
Financial Advisor Disclosures to Know
BRANDIN & ASSOCIATES has a clean record, with no disciplinary actions or complaints filed against the firm or any of its advisors. The firm believes in transparency and ensures its clients are fully informed about any potential conflicts of interest or relevant disclosures.
In conclusion, BRANDIN & ASSOCIATES is a trusted and reputable financial advisory firm that assists its clients in achieving their financial goals. With its personalized approach, extensive experience, and fiduciary duty, the firm is dedicated to helping its clients build and maintain wealth for the long term.