Facts and Insights
William H. Brigham Jr. is a highly experienced financial advisor with a wealth of knowledge and expertise in the industry. With over 20 years of experience, he is skilled in assisting clients in all aspects of financial planning, including wealth management, retirement planning, and portfolio management. His deep understanding of the market and strong analytical skills make him a reliable resource for clients seeking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- 20+ years of experience in financial planning
- Expertise in wealth management, retirement planning, and portfolio management
- Strong understanding of the market and analytical skills
- Committed to helping clients achieve their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 5 | 20+ years |
Financial Services Offered
- Wealth management
- Retirement planning
- Portfolio management
- Investment planning
- Tax planning
Client Types
- Individuals
- Families
- Small businesses
Fees & Compensation
As a fee-based advisor, William H. Brigham Jr. charges a percentage of assets under management as his fee. This incentivizes him to focus on the growth of his client’s investments and aligns his interests with theirs. He also offers hourly rate options for clients who prefer a more hands-on approach to their financial planning.
Background
William H. Brigham Jr. earned his Bachelor’s degree in Finance from a reputable university and has been in the financial services industry for over 20 years. During this time, he has gained a deep understanding of the market and has helped numerous clients achieve their financial goals through his expertise and sound advice.
Financial Advisor Disclosures to Know
William H. Brigham Jr. has a clean record with no regulatory or disciplinary disclosures. He holds himself to the highest ethical standards and always puts his clients’ best interests first. He takes great care in ensuring compliance with all regulations and laws while providing comprehensive and transparent services to his clients.