How does the advisor help clients – Key Takeaways:
Branson Fowlkes & Co Inc is a leading financial advisory firm that helps clients achieve their financial goals through expert advice and personalized solutions. With a team of highly qualified professionals, the firm provides a range of services to suit the individual needs of its clients.
Facts and Insights:
Founded in 1990, Branson Fowlkes & Co Inc has over 30 years of experience in the financial industry. It is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and has a fiduciary duty to act in the best interests of its clients.
The firm has over $1 billion in assets under management, which is a testament to its track record of success in managing investments. Its team of advisors consists of 20 professionals who are knowledgeable and experienced in the financial markets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | 30+ years |
Financial Services Offered:
Branson Fowlkes & Co Inc offers a wide range of financial services to cater to the diverse needs of its clients. Its services include investment management, financial planning, retirement 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 develop a comprehensive and personalized plan.
Client Types:
The firm serves a diverse range of clients, including high net worth individuals, families, and institutions. Whether it’s an individual looking to save for retirement, a business owner seeking to grow their wealth, or a non-profit organization in need of investment management, Branson Fowlkes & Co Inc has the expertise to meet their financial goals.
Fees & Compensation:
Branson Fowlkes & Co Inc follows a fee-only structure, which means it only charges a fee for its services and does not earn commissions from any other sources. This ensures that the firm’s interests are aligned with those of its clients and eliminates any potential conflicts of interest. The fees charged are based on a percentage of assets under management, ensuring that the firm is incentivized to help its clients achieve maximum returns on their investments.
Background:
The firm’s founder, Branson Fowlkes, has over 40 years of experience in the financial industry and is a renowned expert in the field. He holds various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm’s team of advisors also consists of highly qualified professionals with a strong background in finance and a deep understanding of the markets.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Branson Fowlkes & Co Inc is bound by certain regulations and must disclose any potential conflicts of interest to its clients. It is important for clients to be aware of these disclosures and understand how they may impact the firm’s recommendations. These disclosures can be found in the firm’s Form ADV, which is publicly available on the SEC’s website.