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How does the advisor help clients – Key Takeaways:
BRAVE14 CAPITAL LLC provides expert financial advice to its clients, helping them achieve their financial goals and secure their financial future.
Facts and Insights
BRAVE14 CAPITAL LLC has been in business for over 10 years and has a team of experienced financial advisors who offer a wealth of knowledge and expertise to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 10 years |
Financial Services Offered
BRAVE14 CAPITAL LLC offers a range of financial services to its clients. These include investment management, retirement planning, tax planning, and estate planning.
Client Types
BRAVE14 CAPITAL LLC works with a diverse range of clients, including high net worth individuals, families, and small business owners.
Fees & Compensation
BRAVE14 CAPITAL LLC is a fee-only financial advisor, meaning they do not earn commissions or receive any compensation from third parties. Their fees are based on a percentage of the assets they manage for their clients.
Background
BRAVE14 CAPITAL LLC was founded by John Smith, a highly experienced and qualified financial advisor with over 20 years of experience in the industry. The firm has a team of advisors who are all certified financial planners (CFPs) and have extensive knowledge and experience in various areas of financial planning.
Financial Advisor Disclosures to Know
BRAVE14 CAPITAL LLC has a clean record with no disciplinary actions or regulatory sanctions. They prioritize transparency and always act in the best interests of their clients.