How does the advisor help clients – Key Takeaways:
BRASADA CAPITAL MANAGEMENT, LP is a financial management company that prides itself on providing expert financial advice and services to its clients. By utilizing a team of qualified professionals and leveraging years of experience, BRASADA CAPITAL MANAGEMENT, LP is able to assist clients in achieving their financial goals and securing their financial future.
Facts and Insights
BRASADA CAPITAL MANAGEMENT, LP has been in the financial management business for over 20 years, making them a well-established and reputable company in the industry. As of 2020, the company manages over $500 million in assets and has a team of 10 experienced financial advisors on staff.
Through their years of experience and deep understanding of the financial market, BRASADA CAPITAL MANAGEMENT, LP is able to provide valuable insights to their clients. They stay up-to-date with market trends and financial news, allowing them to make informed decisions on behalf of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (as of 2020) | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered
BRASADA CAPITAL MANAGEMENT, LP offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, and estate planning. Clients can also turn to them for assistance with college savings plans, insurance, and wealth transfer planning. The company takes a holistic approach to financial planning, ensuring that each client’s unique financial needs and goals are carefully considered and addressed.
Client Types
BRASADA CAPITAL MANAGEMENT, LP works with a diverse range of clients, including high-net-worth individuals, families, professionals, and business owners. They also serve corporate and institutional clients, providing services such as retirement plan consulting and institutional wealth management.
Fees & Compensation
The fees and compensation structure at BRASADA CAPITAL MANAGEMENT, LP is transparent and straightforward. The company charges a percentage based on assets under management, and there are no hidden fees or commissions. They work on a fee-only basis, meaning they do not receive compensation from any third parties, allowing them to prioritize their clients’ best interests.
Background
BRASADA CAPITAL MANAGEMENT, LP was founded in 1999 by a group of financial professionals with a shared passion for helping others achieve financial success. Since then, the company has grown and expanded its services, but their core values remain the same – providing expert financial guidance and personalized solutions for each client’s unique needs.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to understand any potential disclosures or conflicts of interest. BRASADA CAPITAL MANAGEMENT, LP operates with transparency and in the best interest of their clients, and they are committed to disclosing any relevant information. Clients can rest assured that they are receiving honest and unbiased advice from the team at BRASADA CAPITAL MANAGEMENT, LP.