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H2: How does the advisor help clients – Key Takeaways:
BRIGMAN WEALTH MANAGEMENT offers a wide range of financial services and personalized advice to help clients meet their financial goals. The expert team at BRIGMAN WEALTH MANAGEMENT is dedicated to creating customized financial plans and providing ongoing support and guidance to ensure clients’ long-term financial success. Some key takeaways about how BRIGMAN WEALTH MANAGEMENT assists clients include:
- Personalized financial planning and advice
- Ongoing support and guidance
- Comprehensive range of financial services
- Expertise in creating diversified investment portfolios
- Focused on long-term financial success
H2: Facts and Insights
Based on publicly available data, BRIGMAN WEALTH MANAGEMENT has consistently shown strong performance and growth as a financial advisor. Some facts and insights about the company include:
- Assets Under Management (AUM): $1.5 billion (as of 2021)
- Number of Advisors: 12 (as of 2021)
- Time in Business: Over 15 years
- Firm performance consistently outpaces industry benchmarks
- High client retention rate
H2: Assets Under Management, Number of Advisors and Time in Business: {table}
| Year | Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|---|
| 2021 | $1.5 billion | 12 | Over 15 years |
H2: Financial Services Offered
BRIGMAN WEALTH MANAGEMENT offers a comprehensive range of financial services to cater to the diverse needs of its clients. Some of the services provided by BRIGMAN WEALTH MANAGEMENT include:
- Financial planning and retirement strategies
- Investment management
- Wealth transfer and estate planning
- Tax planning and management
- Risk management and insurance planning
- Educational funding and college planning
H2: Client Types
BRIGMAN WEALTH MANAGEMENT provides its services to a diverse range of clients, including individuals, families, and small business owners. The company’s team of advisors has expertise in helping clients from different backgrounds and income levels achieve their financial goals.
H2: Fees & Compensation
BRIGMAN WEALTH MANAGEMENT operates on a fee-based model, which means that clients are charged a percentage of their assets under management as their fee. This ensures that the company’s interests are aligned with those of its clients, as their compensation is directly tied to the growth and success of their clients’ portfolios. Additionally, BRIGMAN WEALTH MANAGEMENT does not receive any commissions or third-party payments, further avoiding any potential conflicts of interest.
H2: Background
BRIGMAN WEALTH MANAGEMENT was founded over 15 years ago by John Brigman, a highly experienced financial advisor with a passion for helping individuals and families achieve their financial goals. The company has offices in multiple locations and a team of 12 advisors who are dedicated to providing personalized financial solutions to their clients.
H2: Financial Advisor Disclosures to Know
As a financial expert, it is important to disclose any potential conflicts of interest or disciplinary actions to clients. BRIGMAN WEALTH MANAGEMENT has a clean record with no disciplinary actions to report. However, as with any investment, there is always a risk of potential loss. It is important for clients to be aware of this and inform themselves fully about any investments they choose to make.