BRISBOIS CAPITAL MANAGEMENT LLC: Your Trusted Financial Partner
BRISBOIS CAPITAL MANAGEMENT LLC is a leading financial management firm that provides expert investment advice and services to clients. With years of experience in the financial industry, the team at BRISBOIS CAPITAL MANAGEMENT LLC has established a reputation for excellence and reliability. As a leading expert in the field, the firm’s goal is to help clients achieve financial success and security through personalized strategies and tailored financial solutions.
About BRISBOIS CAPITAL MANAGEMENT LLC
Based in New York City, BRISBOIS CAPITAL MANAGEMENT LLC was founded by John Brisbois in 2005. With a team of experienced and knowledgeable financial advisors, the firm provides a wide range of financial services to both individual and institutional clients. The firm takes a comprehensive approach to financial management, considering each client’s unique needs and goals to provide personalized solutions.
How does the Advisor Help Clients – Key Takeaways:
At BRISBOIS CAPITAL MANAGEMENT LLC, our team of experts is dedicated to helping clients achieve their financial goals through personalized strategies and services. Here are the key ways in which our firm helps clients:
- Creating personalized investment plans
- Offering a comprehensive range of financial services
- Utilizing our expertise and experience to make informed investment decisions
- Monitoring and managing investments to ensure growth and success
- Providing ongoing support and guidance to clients
Facts and Insights
Here are some interesting facts and insights about BRISBOIS CAPITAL MANAGEMENT LLC:
- Assets Under Management (AUM): $500 million
- Number of Advisors: 10
- Years in Business: 16
| Year | Assets Under Management (AUM) in Millions |
|---|---|
| 2016 | $350 |
| 2017 | $400 |
| 2018 | $450 |
| 2019 | $500 |
Financial Services Offered
BRISBOIS CAPITAL MANAGEMENT LLC offers a comprehensive range of financial services to meet the diverse needs of our clients. Our services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Financial planning
- Asset protection
Client Types
We cater to a wide range of clients, including individual investors, high-net-worth individuals, families, business owners, and institutions. Our personalized approach allows us to tailor our services to meet the unique needs and goals of each client.
Fees & Compensation
At BRISBOIS CAPITAL MANAGEMENT LLC, we believe in complete transparency when it comes to fees and compensation. Our fees are based on a percentage of AUM, and we do not charge any hidden fees. Our compensation is solely based on the growth and success of our clients’ investments, aligning our interests with theirs.
Background
John Brisbois, the founder of BRISBOIS CAPITAL MANAGEMENT LLC, has over 20 years of experience in the financial industry. He holds a degree in Finance from New York University and has obtained several industry certifications, including the Certified Financial Planner (CFP) designation and the Chartered Financial Analyst (CFA) designation.
Financial Advisor Disclosures to Know
When choosing a financial advisor, it is important to consider their background and any potential disclosures. At BRISBOIS CAPITAL MANAGEMENT LLC, we are committed to upholding the highest ethical standards and providing full disclosure to our clients. There are no current disclosures to report for any of our financial advisors.