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Brighton Advisory Group is a leading financial advisory firm that provides expert financial guidance to clients without explicitly labeling themselves as financial experts. With a professional and unbiased approach, the team at Brighton Advisory Group helps clients achieve their financial goals through comprehensive financial planning and personalized investment strategies.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance through comprehensive financial planning and personalized investment strategies
- Strives to help clients achieve their financial goals and secure their financial future
- Offers unbiased and professional services to assist clients in making informed financial decisions
Facts and Insights
Brighton Advisory Group has been in the financial advisory industry for over 15 years and has a portfolio of satisfied clients. The firm has a successful track record of helping clients attain their financial goals through a combination of sound financial advice and strategic investments.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | 2005 |
|---|---|
| Number of Advisors | 10 |
| Assets Under Management | $50 million |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance options
Client Types
Brighton Advisory Group caters to a wide range of clients, including high-net-worth individuals, families, small business owners, and corporations. The firm tailors its services according to the specific needs and goals of each client, ensuring a personalized and comprehensive approach.
Fees & Compensation
The fees and compensation structure at Brighton Advisory Group is transparent and based on the assets under management (AUM) model. This means that the firm charges a percentage of the client’s AUM as a fee for their services. This ensures that the firm’s interests are aligned with the client’s, as their compensation is directly tied to the client’s investment performance.
Background
The team at Brighton Advisory Group consists of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. The firm follows a strict code of ethics and prioritizes the client’s best interests above all. This commitment to honesty, integrity, and professionalism has earned the firm a strong reputation and built a loyal client base.
Financial Advisor Disclosures to Know
Brighton Advisory Group is a registered investment advisor with the Securities and Exchange Commission (SEC), and all its financial advisors are licensed and registered with the appropriate regulatory authorities. As part of its commitment to transparency, the firm discloses all potential conflicts of interest to clients so that they can make informed decisions. Clients can also access the firm’s Form ADV on the SEC’s website for further information.