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How does the advisor help clients – Key Takeaways:
BRAUN-BOSTICH & ASSOCIATES INC. is a highly reputable financial advisory firm that has been serving clients for over 25 years. They specialize in providing tailored financial solutions to individuals and businesses, and are committed to helping their clients achieve their financial goals. The following are key takeaways of how this firm helps their clients:
- Personalized approach: The advisors at BRAUN-BOSTICH & ASSOCIATES INC. understand that each client has unique financial needs and goals. As such, they take a personalized approach in developing strategies and solutions that are tailored to meet the specific needs of each client.
- Expertise and experience: With years of experience and a team of highly qualified financial experts, BRAUN-BOSTICH & ASSOCIATES INC. is well-equipped to provide sound financial advice to their clients. Their team stays updated on the latest market trends and regulations, ensuring that their clients receive the most up-to-date and informed recommendations.
- Holistic approach: BRAUN-BOSTICH & ASSOCIATES INC. believes in taking a holistic approach to financial planning. This means considering all aspects of a client’s financial situation, including their investments, taxes, insurance, retirement plans, and estate planning, among others.
- Continued support: The firm understands that financial planning is an ongoing process and offers continued support to their clients. This includes regular portfolio reviews and updates to ensure that their clients’ financial plans are aligned with any changes in their circumstances or financial markets.
Facts and Insights
BRAUN-BOSTICH & ASSOCIATES INC. was founded in 1994 and has its headquarters in Pittsburgh, Pennsylvania. The firm currently manages over $2.5 billion in assets and has a team of over 20 experienced advisors. Some insights about the company include:
- The firm primarily serves high-net-worth individuals and families, as well as small and mid-sized businesses.
- BRAUN-BOSTICH & ASSOCIATES INC. has a strong track record of delivering positive investment returns for their clients.
- The advisors at the firm are committed to providing personalized, unbiased advice and have no affiliations with any financial product or service providers.
- BRAUN-BOSTICH & ASSOCIATES INC. has been recognized by various industry publications and received several awards for their exceptional services.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1994 | $2.5 billion | 20+ |
Financial Services Offered
BRAUN-BOSTICH & ASSOCIATES INC. offers a comprehensive range of financial services to help their clients reach their financial goals. These services include:
- Investment management
- Tax planning and management
- Estate planning
- Risk management
- Retirement planning
- Charitable giving
Client Types
The firm serves a diverse range of clients, including:
- High-net-worth individuals and families
- Small and mid-sized businesses
- Non-profit organizations
- Trusts and foundations
Fees & Compensation
BRAUN-BOSTICH & ASSOCIATES INC. offers fee-only financial planning services, meaning they do not receive commissions or compensation from any financial product or service providers. Their fees are based on a percentage of the client’s assets under management and are determined by the complexity of their financial situation and the services provided.
Background
BRAUN-BOSTICH & ASSOCIATES INC. was established by Mark Braun and Bob Bostich, who shared a vision of providing personalized, unbiased financial advice to their clients. With over 60 years of combined financial experience, the founders built a team of experts who continue to uphold their commitment to exceptional service