How does the advisor help clients – Key Takeaways:
BRASCIA INVESTMENT MANAGEMENT, INC. is a leading financial firm that provides expertise and guidance to clients seeking to manage their wealth and achieve financial success. With years of experience in the industry, the firm has built a reputation for providing top-notch financial advice and services.
Facts and Insights
The following table provides a summary of the facts and insights about BRASCIA INVESTMENT MANAGEMENT, INC.:
| Assets Under Management | $1.2 billion |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 10 years |
Financial Services Offered
BRASCIA INVESTMENT MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, financial planning, retirement planning, tax planning, and estate planning. The firm also provides education and resources to help clients make informed decisions about their finances.
Client Types
The firm caters to a variety of clients, including high-net-worth individuals, families, and small business owners. BRASCIA INVESTMENT MANAGEMENT, INC. understands that each client has unique goals and risk tolerance levels, and works closely with them to tailor their services to meet their specific needs.
Fees & Compensation
BRASCIA INVESTMENT MANAGEMENT, INC. operates on a fee-only basis, which means they only charge a fee for the services they provide and do not earn commissions from product sales. This ensures that the firm’s interests are aligned with those of its clients.
Background
The firm was founded by John Brascia, who is a respected financial expert with over 20 years of experience in the industry. He holds various certifications and licenses, including the Certified Financial Planner (CFP) designation and the Series 7 and 66 licenses. Under his leadership, BRASCIA INVESTMENT MANAGEMENT, INC. has grown and become a trusted name in the financial sector.
Financial Advisor Disclosures to Know
BRASCIA INVESTMENT MANAGEMENT, INC. prides itself on its transparency and ethical practices. The firm has no regulatory or disciplinary actions, and there are no legal or arbitration proceedings pending against the firm or its advisors. This demonstrates the firm’s commitment to providing honest and trustworthy services to its clients.