How Does BREAKFORTH INVESTMENT MANAGEMENT, INC. Help Clients – Key Takeaways:
BREAKFORTH INVESTMENT MANAGEMENT, INC. is a financial advisory and wealth management firm that offers personalized services to help clients achieve their financial goals. Led by a team of experienced and well-educated professionals, the firm provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses.
Facts and Insights
Here are some key facts and insights about BREAKFORTH INVESTMENT MANAGEMENT, INC.:
- Assets Under Management: $500 million (as of December 2020)
- Number of Advisors: 12
- Years in Business: Over 20 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of December 2020) | 12 | Over 20 years |
Financial Services Offered
BREAKFORTH INVESTMENT MANAGEMENT, INC. offers a range of financial services to help clients manage and grow their wealth. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
Client Types
The firm works with a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
BREAKFORTH INVESTMENT MANAGEMENT, INC. charges a fee based on a percentage of assets under management. This ensures that the firm’s interests are aligned with the clients’ and encourages the firm to maximize investment returns.
Background
BREAKFORTH INVESTMENT MANAGEMENT, INC. was founded in 1998 and is headquartered in New York City. The firm has a team of highly-educated and experienced financial advisors who are committed to providing personalized and high-quality services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BREAKFORTH INVESTMENT MANAGEMENT, INC. is required to disclose any potential conflicts of interest and provide transparency to clients. Some of the disclosures to know include:
- The firm may receive compensation from third-parties for recommending specific investments.
- The firm may receive additional fees for providing financial planning services.
- The firm’s advisors may receive commissions for selling insurance products.
- The firm may have affiliations with other financial institutions.