How does BRAZEAL ASSET MANAGEMENT, LLC help clients – Key Takeaways:
BRAZEAL ASSET MANAGEMENT, LLC is a financial advisory firm that provides comprehensive services to clients seeking to manage their wealth and financial portfolios. While not explicitly stating it, the firm’s advisors are known to be well-versed in financial matters, providing sound advice and assistance to clients in reaching their financial goals.
Facts and Insights
Founded in 2009, BRAZEAL ASSET MANAGEMENT, LLC has over a decade of experience in the financial industry. The firm’s primary objective is to help clients make well-informed financial decisions and create customized financial plans to achieve their financial objectives.
The firm is registered with the Securities and Exchange Commission (SEC) and mainly works with high net-worth individuals, families, and small businesses. The team at BRAZEAL ASSET MANAGEMENT, LLC comprises of skilled professionals who possess years of experience in different areas of financial management, such as investment planning, tax planning, and retirement planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 12 years |
Financial Services Offered
BRAZEAL ASSET MANAGEMENT, LLC offers a wide range of financial services, including:
- Investment management and planning
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Education planning
- Debt management
Client Types
BRAZEAL ASSET MANAGEMENT, LLC primarily serves the following types of clients:
- High net-worth individuals
- Small business owners
- Retirees
- Families
Fees & Compensation
BRAZEAL ASSET MANAGEMENT, LLC charges clients based on a percentage of the assets under management. The fee structure may vary depending on the services provided and the complexity of the client’s financial situation. The firm’s advisors are committed to providing transparent and competitive fee structures to ensure clients receive the best value for their money.
Background
Founded by John Brazeal, BRAZEAL ASSET MANAGEMENT, LLC has grown to become a trusted name in the financial industry. John Brazeal has over 20 years of experience in financial management and is a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He leads a team of talented and experienced professionals who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
BRAZEAL ASSET MANAGEMENT, LLC’s advisors adhere to a strict code of ethics and stand by the firm’s fiduciary duty to always act in the best interest of their clients. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest and ensure complete transparency in all their dealings with clients.
In conclusion, BRAZEAL ASSET MANAGEMENT, LLC is a highly reputable and experienced financial advisory firm that offers a comprehensive range of services to clients seeking to grow and manage their wealth. With their expertise and commitment to personalization, the firm is dedicated to helping clients achieve their financial goals.