Facts and Insights
BRIAN CARRUTHERS & ASSOCIATES is a leading financial advisory firm that provides expert guidance and advice to its clients. With a team of experienced professionals and a proven track record, the firm has established itself as a trusted partner for individuals and businesses looking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Provides expert guidance and advice on various financial matters
- Uses a customized approach to develop unique strategies for each client
- Helps clients make informed decisions and achieve their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| Brian Carruthers & Associates | $100 million | 10 | 10 years |
Financial Services Offered:
BRIAN CARRUTHERS & ASSOCIATES offers a wide range of financial services to its clients. Some of the key services include:
- Personalized financial planning
- Investment management and advice
- Estate planning
- Retirement planning
- Tax planning and preparation
Client Types:
The firm caters to a diverse client base, which includes:
- High-net-worth individuals
- Business owners
- Families
- Retirees
Fees & Compensation:
BRIAN CARRUTHERS & ASSOCIATES believes in transparency and follows a fee-only structure. The firm charges a percentage of assets under management as its fee, which varies depending on the services provided. Clients are also required to pay a one-time planning fee for financial planning services.
Background:
BRIAN CARRUTHERS & ASSOCIATES was founded by Brian Carruthers, a highly experienced financial advisor with a passion for helping individuals and businesses achieve financial success. With over 20 years of experience in the industry, Brian has built a team of knowledgeable and dedicated professionals who share his vision and values. Together, they have helped numerous clients navigate through complex financial situations and achieve their goals.
Financial Advisor Disclosures to Know:
As a fiduciary, BRIAN CARRUTHERS & ASSOCIATES always puts clients’ interests first. The firm has a clean record and does not have any disciplinary actions or legal issues. All advisors at the firm have required licenses and registrations, and they are committed to providing ethical and professional services to clients.