BRECKINRIDGE CAPITAL ADVISORS INC
BRECKINRIDGE CAPITAL ADVISORS INC is a financial consulting firm that has been providing expert advice and guidance to clients for over 30 years. With a team of experienced professionals and a diverse range of financial services offered, they are committed to helping individuals, families, and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert advice and guidance in financial planning and investment management
- Long-standing reputation of excellence and reliability
- Diverse range of financial services offered
- Committed to helping clients achieve their financial goals
Facts and Insights
As of March 2021, BRECKINRIDGE CAPITAL ADVISORS INC has over $35 billion in assets under management and a team of 70 advisors. With over 30 years in the business, they have established a strong track record of success and continue to be a trusted source of financial guidance for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (as of March 2021) | Number of Advisors | Years in Business |
|---|---|---|
| $35 billion | 70 | Over 30 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance solutions
Client Types
As a comprehensive financial consulting firm, BRECKINRIDGE CAPITAL ADVISORS INC serves a diverse range of clients, including:
- Individuals and families
- Businesses
- Non-profit organizations
- Institutions
Fees & Compensation
BRECKINRIDGE CAPITAL ADVISORS INC is a fee-only firm, which means that they do not receive commissions. Instead, they are compensated through fees based on a percentage of assets under management or a flat fee for financial planning services. This transparent fee structure allows clients to trust that their advisor has their best interests in mind.
Background
BRECKINRIDGE CAPITAL ADVISORS INC was founded in 1991 by a team of experienced financial professionals with a vision of creating a firm that prioritizes client needs above all else. Since its inception, the firm has remained committed to this mission and has expanded its services and expertise to meet the evolving needs of its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BRECKINRIDGE CAPITAL ADVISORS INC is required to disclose any potential conflicts of interest and disciplinary events. While they have a clean record, they are committed to transparency and provide clients with all necessary disclosures before any engagement.